VALEO FINANCIAL ADVISORS, LLC – American Express Company Transaction History
VALEO FINANCIAL ADVISORS, LLC portfolio value:
$1.63M
portfolio value
VALEO FINANCIAL ADVISORS, 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 | Increase | +3.83% | 446 shares | 17K | $134.91 | 12.08K |
| Q2 2022 | share | Decrease | -8.58% | -1.09K shares | -767K | $138.62 | 11.64K |
| Q1 2022 | share | Increase | +3.65% | 448 shares | 371K | $187 | 12.73K |
| Q4 2021 | share | Increase | +7.55% | 863 shares | 96K | $164.16 | 12.28K |
| Q3 2021 | share | Increase | +1.94% | 217 shares | 62K | $167.12 | 11.42K |
| Q2 2021 | share | Decrease | -0.65% | -73 shares | 257K | $164.4 | 11.20K |
| Q1 2021 | share | Decrease | -7.19% | -874 shares | 125K | $140.73 | 11.28K |
| Q4 2020 | share | Decrease | -10.36% | -1.40K shares | 111K | $119.52 | 12.15K |
| Q3 2020 | share | Decrease | -0.42% | -57 shares | 63K | $98.69 | 13.55K |
| Q2 2020 | share | Increase | +32.99% | 3.37K shares | 327K | $93.3 | 13.61K |
| Q1 2020 | share | Increase | +28.60% | 2.27K shares | -22K | $83.43 | 10.23K |
| Q4 2019 | share | Increase | +14.37% | 1K shares | 168K | $120.91 | 7.96K |
| Q3 2019 | share | Increase | +0.99% | 68 shares | -28K | $114.44 | 6.96K |
| Q2 2019 | share | Increase | +1.14% | 78 shares | 106K | $119.06 | 6.89K |
| Q1 2019 | share | Increase | +1.56% | 105 shares | 105K | $105.05 | 6.81K |
| Q4 2018 | share | Decrease | -0.77% | -52 shares | -55K | $91.23 | 6.71K |
| Q3 2018 | share | Increase | +12.93% | 774 shares | 85K | $101.56 | 6.76K |
| Q2 2018 | share | Increase | +16.18% | 834 shares | 129K | $93.13 | 5.98K |
| Q1 2018 | share | Increase | +17.75% | 777 shares | 46K | $88.32 | 5.15K |
| Q4 2017 | share | Increase | +2.22% | 95 shares | 48K | $93.7 | 4.37K |
| Q3 2017 | share | Increase | 0.00% | 4.28K shares | 387K | $85.02 | 4.28K |