MISSION WEALTH MANAGEMENT, LP – American Express Company Transaction History
MISSION WEALTH MANAGEMENT, LP portfolio value:
$1.12M
portfolio value
MISSION WEALTH MANAGEMENT, LP quarter portfolio value change:
-2.68%
quarter
American Express Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.79% | -152 shares | -52K | $134.91 | 8.32K |
| Q2 2022 | share | Increase | +83.18% | 3.84K shares | 310K | $138.62 | 8.47K |
| Q1 2022 | share | Increase | +0.39% | 18 shares | 111K | $187 | 4.62K |
| Q4 2021 | share | Decrease | -7.06% | -350 shares | -77K | $164.16 | 4.60K |
| Q3 2021 | share | Increase | +0.22% | 11 shares | 14K | $167.12 | 4.95K |
| Q2 2021 | share | Decrease | -3.44% | -176 shares | 92K | $164.4 | 4.94K |
| Q1 2021 | share | Increase | +26.90% | 1.08K shares | 237K | $140.73 | 5.12K |
| Q4 2020 | share | Increase | +6.74% | 255 shares | 109K | $119.52 | 4.03K |
| Q3 2020 | share | Increase | +3.73% | 136 shares | 32K | $98.69 | 3.78K |
| Q2 2020 | share | Increase | +34.24% | 930 shares | 114K | $93.3 | 3.64K |
| Q1 2020 | share | Decrease | -0.77% | -21 shares | -108K | $83.43 | 2.71K |
| Q4 2019 | share | Increase | +2.09% | 56 shares | 24K | $120.91 | 2.73K |
| Q3 2019 | share | Increase | +0.30% | 8 shares | -13K | $114.44 | 2.68K |
| Q2 2019 | share | Decrease | -8.90% | -261 shares | 9K | $119.06 | 2.67K |
| Q1 2019 | share | Increase | +6.69% | 184 shares | 59K | $105.05 | 2.93K |
| Q4 2018 | share | Decrease | -2.52% | -71 shares | -38K | $91.23 | 2.75K |
| Q3 2018 | share | Decrease | -1.16% | -33 shares | 20K | $101.56 | 2.82K |
| Q2 2018 | share | Increase | +18.67% | 449 shares | 56K | $93.13 | 2.85K |
| Q1 2018 | share | Increase | +9.67% | 212 shares | 6K | $88.32 | 2.40K |
| Q4 2017 | share | Decrease | -2.01% | -45 shares | 16K | $93.7 | 2.19K |
| Q3 2017 | share | Increase | 0.00% | 2.23K shares | 202K | $85.02 | 2.23K |
| Q1 2016 | share | Decrease | -100.00% | -3.69K shares | -257K | $56.19 | 0 |