SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – American Express Company Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$259,000
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, 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 | Increase | +1.00% | 19 shares | -5K | $134.91 | 1.92K |
| Q2 2022 | share | Decrease | -27.01% | -704 shares | -223K | $138.62 | 1.90K |
| Q1 2022 | share | Increase | +10.85% | 255 shares | 102K | $187 | 2.60K |
| Q4 2021 | share | 0.00% | 0 shares | -9K | $164.16 | 2.35K | |
| Q3 2021 | share | Increase | +1.07% | 25 shares | 10K | $167.12 | 2.35K |
| Q2 2021 | share | Increase | +22.23% | 423 shares | 115K | $164.4 | 2.32K |
| Q1 2021 | share | Increase | 0.00% | 1.90K shares | 269K | $140.73 | 1.90K |