NORTHCAPE WEALTH MANAGEMENT, LLC – American Express Company Transaction History
NORTHCAPE WEALTH MANAGEMENT, LLC portfolio value:
$669,000
portfolio value
NORTHCAPE 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 | -0.82% | -41 shares | -24K | $134.91 | 4.95K |
| Q2 2022 | share | 0.00% | 0 shares | -242K | $138.62 | 5K | |
| Q1 2022 | share | 0.00% | 0 shares | 117K | $187 | 5K | |
| Q4 2021 | share | Increase | 0.00% | 5K shares | 818K | $164.16 | 5K |