SOUND VIEW WEALTH ADVISORS GROUP, LLC – American Express Company Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$762,000
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, 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 | +39.57% | 1.60K shares | 201K | $134.91 | 5.65K |
| Q2 2022 | share | Decrease | -0.07% | -3 shares | -197K | $138.62 | 4.04K |
| Q1 2022 | share | Increase | +0.10% | 4 shares | 96K | $187 | 4.05K |
| Q4 2021 | share | Increase | +3.32% | 130 shares | 6K | $164.16 | 4.04K |
| Q3 2021 | share | Decrease | -5.61% | -233 shares | -30K | $167.12 | 3.91K |
| Q2 2021 | share | Decrease | -8.65% | -393 shares | 43K | $164.4 | 4.15K |
| Q1 2021 | share | Decrease | -4.09% | -194 shares | 70K | $140.73 | 4.54K |
| Q4 2020 | share | Decrease | -35.04% | -2.55K shares | -158K | $119.52 | 4.73K |
| Q3 2020 | share | Increase | +20.58% | 1.24K shares | 155K | $98.69 | 7.29K |
| Q2 2020 | share | Decrease | -19.41% | -1.45K shares | -67K | $93.3 | 6.04K |
| Q1 2020 | share | Increase | +7.40% | 517 shares | -227K | $83.43 | 7.50K |
| Q4 2019 | share | Increase | +6.70% | 439 shares | 95K | $120.91 | 6.98K |
| Q3 2019 | share | Increase | +10.83% | 640 shares | 45K | $114.44 | 6.55K |
| Q2 2019 | share | Increase | 0.00% | 5.91K shares | 730K | $119.06 | 5.91K |