VISTA WEALTH MANAGEMENT GROUP, LLC – American Express Company Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$313,000
portfolio value
VISTA WEALTH MANAGEMENT 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 | +1.70% | 37 shares | 10K | $134.91 | 2.21K |
| Q2 2022 | share | Increase | +4.27% | 89 shares | -87K | $138.62 | 2.17K |
| Q1 2022 | share | Decrease | -1.23% | -26 shares | 45K | $187 | 2.08K |
| Q4 2021 | share | Decrease | -6.30% | -142 shares | -32K | $164.16 | 2.11K |
| Q3 2021 | share | Increase | +1.40% | 31 shares | 10K | $167.12 | 2.25K |
| Q2 2021 | share | Decrease | -1.11% | -25 shares | 49K | $164.4 | 2.22K |
| Q1 2021 | share | Increase | +1.13% | 25 shares | 49K | $140.73 | 2.24K |
| Q4 2020 | share | Increase | 0.00% | 2.22K shares | 269K | $119.52 | 2.22K |
| Q1 2020 | share | Decrease | -100.00% | -23.14K shares | -2.88M | $83.43 | 0 |
| Q4 2019 | share | Increase | 0.00% | 23.14K shares | 2.88M | $120.91 | 23.14K |