BAKER TILLY WEALTH MANAGEMENT, LLC – American Express Company Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$774,000
portfolio value
BAKER TILLY 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 | Increase | +6.08% | 329 shares | 24K | $134.91 | 5.73K |
| Q2 2022 | share | Decrease | -6.56% | -380 shares | -333K | $138.62 | 5.40K |
| Q1 2022 | share | Increase | +6.95% | 376 shares | 197K | $187 | 5.78K |
| Q4 2021 | share | Increase | +3.22% | 169 shares | 7K | $164.16 | 5.41K |
| Q3 2021 | share | Increase | +5.77% | 286 shares | 60K | $167.12 | 5.24K |
| Q2 2021 | share | Increase | +66.21% | 1.97K shares | 458K | $164.4 | 4.95K |
| Q4 2020 | share | Increase | 0.00% | 2.98K shares | 361K | $119.52 | 2.98K |