TRANSFORM WEALTH, LLC – American Express Company Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$486,000
portfolio value
TRANSFORM WEALTH, LLC 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 | -5.34% | -203 shares | -43K | $134.91 | 3.60K |
| Q2 2022 | share | Increase | +2.92% | 108 shares | -162K | $138.62 | 3.80K |
| Q1 2022 | share | Decrease | -14.37% | -620 shares | -15K | $187 | 3.69K |
| Q4 2021 | share | Decrease | -11.43% | -557 shares | -110K | $164.16 | 4.31K |
| Q3 2021 | share | Decrease | -6.88% | -360 shares | -49K | $167.12 | 4.87K |
| Q2 2021 | share | Decrease | -13.10% | -789 shares | 13K | $164.4 | 5.23K |
| Q1 2021 | share | Decrease | -1.26% | -77 shares | 115K | $140.73 | 6.02K |
| Q4 2020 | share | Decrease | -10.34% | -703 shares | 55K | $119.52 | 6.09K |
| Q3 2020 | share | Increase | +0.98% | 66 shares | 41K | $98.69 | 6.80K |
| Q2 2020 | share | Decrease | -65.59% | -12.83K shares | -1.03M | $93.3 | 6.73K |
| Q1 2020 | share | Decrease | -6.14% | -1.28K shares | -920K | $83.43 | 19.57K |
| Q4 2019 | share | Increase | 0.00% | 20.85K shares | 2.59M | $120.91 | 20.85K |
| Q3 2019 | share | Decrease | -24.74% | -6.88K shares | -958K | $114.44 | 20.94K |
| Q2 2019 | share | Decrease | -21.59% | -7.66K shares | -444K | $119.06 | 27.83K |
| Q1 2019 | share | Increase | +53.02% | 12.3K shares | 1.66M | $105.05 | 35.5K |
| Q4 2018 | share | Decrease | -17.44% | -4.9K shares | -780K | $91.23 | 23.2K |
| Q3 2018 | share | Decrease | -0.35% | -100 shares | 228K | $101.56 | 28.1K |
| Q2 2018 | share | Decrease | -3.61% | -1.05K shares | 35K | $93.13 | 28.2K |
| Q1 2018 | share | Increase | +5.03% | 1.4K shares | -37K | $88.32 | 29.25K |
| Q4 2017 | share | Increase | 0.00% | 27.85K shares | 2.76M | $93.7 | 27.85K |