HCR WEALTH ADVISORS – American Express Company Transaction History
HCR WEALTH ADVISORS portfolio value:
$239,000
portfolio value
HCR WEALTH ADVISORS 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 | 0.00% | 0 shares | -8K | $134.91 | 1.77K | |
| Q2 2022 | share | 0.00% | 0 shares | -85K | $138.62 | 1.77K | |
| Q1 2022 | share | 0.00% | 0 shares | 42K | $187 | 1.77K | |
| Q4 2021 | share | Increase | +0.57% | 10 shares | -6K | $164.16 | 1.77K |
| Q3 2021 | share | 0.00% | 0 shares | 4K | $167.12 | 1.76K | |
| Q2 2021 | share | 0.00% | 0 shares | 42K | $164.4 | 1.76K | |
| Q1 2021 | share | Decrease | -25.37% | -600 shares | -36K | $140.73 | 1.76K |
| Q4 2020 | share | 0.00% | 0 shares | 49K | $119.52 | 2.36K | |
| Q3 2020 | share | 0.00% | 0 shares | 15K | $98.69 | 2.36K | |
| Q2 2020 | share | Decrease | -13.59% | -372 shares | -12K | $93.3 | 2.36K |
| Q1 2020 | share | 0.00% | 0 shares | -107K | $83.43 | 2.73K | |
| Q4 2019 | share | Increase | +28.08% | 600 shares | 88K | $120.91 | 2.73K |
| Q3 2019 | share | Decrease | -21.92% | -600 shares | -85K | $114.44 | 2.13K |
| Q2 2019 | share | 0.00% | 0 shares | 39K | $119.06 | 2.73K | |
| Q1 2019 | share | Increase | +25.78% | 561 shares | 92K | $105.05 | 2.73K |
| Q4 2018 | share | 0.00% | 0 shares | -20K | $91.23 | 2.17K | |
| Q3 2018 | share | 0.00% | 0 shares | 14K | $101.56 | 2.17K | |
| Q2 2018 | share | 0.00% | 0 shares | 10K | $93.13 | 2.17K | |
| Q1 2018 | share | Increase | 0.00% | 2.17K shares | 203K | $88.32 | 2.17K |
| Q4 2017 | share | Decrease | -100.00% | -2.22K shares | -201K | $93.7 | 0 |
| Q3 2017 | share | Increase | 0.00% | 2.22K shares | 201K | $85.02 | 2.22K |