ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – American Express Company Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
$384,000
portfolio value
ROBERTSON STEPHENS 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 | -28.42% | -1.13K shares | -169K | $134.91 | 2.84K |
| Q2 2022 | share | Decrease | -7.10% | -304 shares | -247K | $138.62 | 3.97K |
| Q1 2022 | share | Decrease | -0.19% | -8 shares | 98K | $187 | 4.28K |
| Q4 2021 | share | Increase | +0.56% | 24 shares | -12K | $164.16 | 4.29K |
| Q3 2021 | share | Decrease | -1.48% | -64 shares | -1K | $167.12 | 4.26K |
| Q2 2021 | share | Decrease | -12.49% | -618 shares | 13K | $164.4 | 4.33K |
| Q1 2021 | share | Increase | +56.12% | 1.77K shares | 319K | $140.73 | 4.94K |
| Q4 2020 | share | Increase | +49.04% | 1.04K shares | 170K | $119.52 | 3.17K |
| Q3 2020 | share | Increase | 0.00% | 2.12K shares | 213K | $98.69 | 2.12K |