B. Riley Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
+8,706
| New | +$2.78M | 0.13% | 158 |
|
|
2024
Q4 | $4.24M | Sell |
14,302
-2,607
| -15% | -$774K | 0.14% | 159 |
|
|
2024
Q3 | $4.58M | Sell |
16,909
-286
| -2% | -$77.4K | 0.13% | 175 |
|
|
2024
Q2 | $3.98M | Sell |
17,195
-3,757
| -18% | -$870K | 0.1% | 197 |
|
|
2024
Q1 | $3.13M | Buy |
20,952
+699
| +3% | +$104K | 0.08% | 233 |
|
|
2023
Q4 | $3.79M | Sell |
20,253
-699
| -3% | -$131K | 0.1% | 214 |
|
|
2023
Q3 | $3.13M | Sell |
20,952
-60,209
| -74% | -$8.98M | 0.08% | 233 |
|
|
2023
Q2 | $14.1M | Buy |
81,161
+61,082
| +304% | +$10.6M | 0.32% | 68 |
|
|
2023
Q1 | $3.31M | Sell |
20,079
-7,056
| -26% | -$1.16M | 0.09% | 226 |
|
|
2022
Q4 | $4.01M | Buy |
27,135
+1,271
| +5% | +$188K | 0.11% | 200 |
|
|
2022
Q3 | $3.49M | Buy |
25,864
+3,927
| +18% | +$530K | 0.11% | 201 |
|
|
2022
Q2 | $3.04M | Sell |
21,937
-1,074
| -5% | -$149K | 0.13% | 165 |
|
|
2022
Q1 | $4.3M | Sell |
23,011
-2,516
| -10% | -$471K | 0.14% | 156 |
|
|
2021
Q4 | $4.18M | Sell |
25,527
-1,138
| -4% | -$186K | 0.12% | 179 |
|
|
2021
Q3 | $4.47M | Buy |
26,665
+1,161
| +5% | +$195K | 0.14% | 159 |
|
|
2021
Q2 | $4.21M | Buy |
25,504
+1,375
| +6% | +$227K | 0.14% | 174 |
|
|
2021
Q1 | $3.41M | Buy |
24,129
+5,504
| +30% | +$779K | 0.12% | 190 |
|
|
2020
Q4 | $2.25M | Buy |
18,625
+147
| +0.8% | +$17.8K | 0.12% | 184 |
|
|
2020
Q3 | $1.86M | Buy |
18,478
+1,876
| +11% | +$188K | 0.1% | 210 |
|
|
2020
Q2 | $1.58M | Buy |
16,602
+5,441
| +49% | +$518K | 0.11% | 198 |
|
|
2020
Q1 | $957K | Buy |
11,161
+6,097
| +120% | +$523K | 0.08% | 250 |
|
|
2019
Q4 | $632K | Buy |
5,064
+276
| +6% | +$34.4K | 0.05% | 349 |
|
|
2019
Q3 | $567K | Sell |
4,788
-1,660
| -26% | -$197K | 0.06% | 368 |
|
|
2019
Q2 | $797K | Buy |
6,448
+1,565
| +32% | +$193K | 0.09% | 243 |
|
|
2019
Q1 | $534K | Buy |
4,883
+950
| +24% | +$104K | 0.07% | 321 |
|
|
2018
Q4 | $375K | Buy |
3,933
+322
| +9% | +$30.7K | 0.05% | 375 |
|
|
2018
Q3 | $385K | Buy |
3,611
+180
| +5% | +$19.2K | 0.05% | 414 |
|
|
2018
Q2 | $338K | Buy |
3,431
+257
| +8% | +$25.3K | 0.04% | 420 |
|
|
2018
Q1 | $298K | Sell |
3,174
-215
| -6% | -$20.2K | 0.04% | 458 |
|
|
2017
Q4 | $338K | Sell |
3,389
-2,192
| -39% | -$219K | 0.05% | 408 |
|
|
2017
Q3 | $507K | Buy |
5,581
+146
| +3% | +$13.3K | 0.08% | 255 |
|
|
2017
Q2 | $459K | Buy |
5,435
+412
| +8% | +$34.8K | 0.08% | 269 |
|
|
2017
Q1 | $399K | Sell |
5,023
-441
| -8% | -$35K | 0.08% | 277 |
|
|
2016
Q4 | $406K | Sell |
5,464
-2,251
| -29% | -$167K | 0.08% | 270 |
|
|
2016
Q3 | $495K | Sell |
7,715
-375
| -5% | -$24.1K | 0.1% | 263 |
|
|
2016
Q2 | $493K | Buy |
8,090
+1,303
| +19% | +$79.4K | 0.1% | 253 |
|
|
2016
Q1 | $417K | Buy |
6,787
+3,299
| +95% | +$203K | 0.1% | 258 |
|
|
2015
Q4 | $243K | Buy |
3,488
+53
| +2% | +$3.69K | 0.05% | 430 |
|
|
2015
Q3 | $256K | Buy |
+3,435
| New | +$256K | 0.06% | 401 |
|
|
2015
Q2 | – | Sell |
-7,056
| Closed | -$551K | – | 540 |
|
|
2015
Q1 | $551K | Sell |
7,056
-5,016
| -42% | -$392K | 0.13% | 198 |
|
|
2014
Q4 | $8.62K | Buy |
12,072
+5,189
| +75% | +$3.7K | 0.18% | 117 |
|
|
2014
Q3 | $603K | Sell |
6,883
-6,083
| -47% | -$533K | 0.16% | 171 |
|
|
2014
Q2 | $691K | Buy |
12,966
+6,945
| +115% | +$370K | 0.16% | 137 |
|
|
2014
Q1 | $542K | Buy |
6,021
+3,439
| +133% | +$310K | 0.16% | 139 |
|
|
2013
Q4 | $234K | Sell |
2,582
-218
| -8% | -$19.8K | 0.07% | 299 |
|
|
2013
Q3 | $211K | Buy |
2,800
+50
| +2% | +$3.77K | 0.07% | 317 |
|
|
2013
Q2 | $206K | Buy |
+2,750
| New | +$206K | 0.07% | 311 |
|