9258 WEALTH MANAGEMENT, LLC – American Express Company Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$282,000
portfolio value
9258 WEALTH MANAGEMENT, 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 | -2.79% | -60 shares | -16K | $134.91 | 2.09K |
| Q2 2022 | share | Increase | +0.23% | 5 shares | -103K | $138.62 | 2.15K |
| Q1 2022 | share | Decrease | -0.46% | -10 shares | 48K | $187 | 2.14K |
| Q4 2021 | share | Increase | +0.51% | 11 shares | -6K | $164.16 | 2.15K |
| Q3 2021 | share | Decrease | -0.05% | -1 shares | 4K | $167.12 | 2.14K |
| Q2 2021 | share | Increase | 0.00% | 2.14K shares | 355K | $164.4 | 2.14K |
| Q3 2020 | share | Decrease | -100.00% | -2.23K shares | -212K | $98.69 | 0 |
| Q2 2020 | share | Increase | 0.00% | 2.23K shares | 212K | $93.3 | 2.23K |
| Q1 2020 | share | Decrease | -100.00% | -3.34K shares | -416K | $83.43 | 0 |
| Q4 2019 | share | Increase | +72.52% | 1.40K shares | 187K | $120.91 | 3.34K |
| Q3 2019 | share | Decrease | -2.91% | -58 shares | -17K | $114.44 | 1.93K |
| Q2 2019 | share | Decrease | -1.82% | -37 shares | 24K | $119.06 | 1.99K |
| Q1 2019 | share | Decrease | -4.33% | -92 shares | 20K | $105.05 | 2.03K |
| Q4 2018 | share | Increase | 0.00% | 2.12K shares | 202K | $91.23 | 2.12K |