INSIGHT WEALTH STRATEGIES, LLC – American Express Company Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$1.24M
portfolio value
INSIGHT WEALTH STRATEGIES, 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 | 0.00% | 0 shares | 0 | $134.91 | 8.99K | |
| Q2 2022 | share | Increase | +0.18% | 16 shares | -432K | $138.62 | 8.99K |
| Q1 2022 | share | Increase | +14.43% | 1.13K shares | 396K | $187 | 8.97K |
| Q4 2021 | share | Increase | +17.56% | 1.17K shares | 165K | $164.16 | 7.84K |
| Q3 2021 | share | Increase | +3.94% | 253 shares | 57K | $167.12 | 6.67K |
| Q2 2021 | share | Decrease | -3.47% | -231 shares | 120K | $164.4 | 6.42K |
| Q1 2021 | share | Increase | +107.07% | 3.43K shares | 553K | $140.73 | 6.65K |
| Q4 2020 | share | Increase | +1.23% | 39 shares | 70K | $119.52 | 3.21K |
| Q3 2020 | share | Increase | +31.22% | 755 shares | 88K | $98.69 | 3.17K |
| Q2 2020 | share | Increase | +2.11% | 50 shares | 27K | $93.3 | 2.41K |
| Q1 2020 | share | Decrease | -49.46% | -2.31K shares | -380K | $83.43 | 2.36K |
| Q4 2019 | share | Decrease | -2.05% | -98 shares | 17K | $120.91 | 4.68K |
| Q3 2019 | share | Increase | +7.56% | 336 shares | 17K | $114.44 | 4.78K |
| Q2 2019 | share | Decrease | -0.36% | -16 shares | 61K | $119.06 | 4.44K |
| Q1 2019 | share | Increase | +3.50% | 151 shares | 77K | $105.05 | 4.46K |
| Q4 2018 | share | Increase | 0.00% | 4.31K shares | 411K | $91.23 | 4.31K |