PRINCIPLE WEALTH PARTNERS LLC – American Express Company Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$888,000
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | +10.23% | 590 shares | 89K | $134.91 | 6.35K |
| Q2 2022 | share | Increase | +8.46% | 450 shares | -195K | $138.62 | 5.76K |
| Q1 2022 | share | Increase | +10.38% | 500 shares | 205K | $187 | 5.31K |
| Q4 2021 | share | Decrease | -11.07% | -600 shares | -119K | $164.16 | 4.81K |
| Q3 2021 | share | Decrease | -7.27% | -425 shares | -58K | $167.12 | 5.41K |
| Q2 2021 | share | Increase | +1.74% | 100 shares | 153K | $164.4 | 5.84K |
| Q1 2021 | share | Decrease | -1.74% | -102 shares | 106K | $140.73 | 5.74K |
| Q4 2020 | share | Increase | +38.56% | 1.62K shares | 284K | $119.52 | 5.84K |
| Q3 2020 | share | 0.00% | 0 shares | 22K | $98.69 | 4.21K | |
| Q2 2020 | share | Increase | 0.00% | 4.21K shares | 401K | $93.3 | 4.21K |
| Q1 2020 | share | Decrease | -100.00% | -4.21K shares | -525K | $83.43 | 0 |
| Q4 2019 | share | Decrease | -12.45% | -600 shares | -45K | $120.91 | 4.21K |
| Q3 2019 | share | Increase | +34.42% | 1.23K shares | 127K | $114.44 | 4.81K |
| Q2 2019 | share | 0.00% | 0 shares | 51K | $119.06 | 3.58K | |
| Q1 2019 | share | Increase | +56.01% | 1.28K shares | 173K | $105.05 | 3.58K |
| Q4 2018 | share | Increase | 0.00% | 2.29K shares | 219K | $91.23 | 2.29K |