B. Riley Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.46M | Sell |
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|
2025
Q2 | $2.78M | Buy |
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|
2024
Q4 | $4.24M | Sell |
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|
2024
Q3 | $4.58M | Sell |
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|
2024
Q2 | $3.98M | Sell |
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|
2024
Q1 | $3.13M | Buy |
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|
2023
Q4 | $3.79M | Sell |
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|
2023
Q3 | $3.13M | Sell |
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|
2023
Q2 | $14.1M | Buy |
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|
2023
Q1 | $3.31M | Sell |
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|
2022
Q4 | $4.01M | Buy |
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|
2022
Q3 | $3.49M | Buy |
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|
2022
Q2 | $3.04M | Sell |
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|
2022
Q1 | $4.3M | Sell |
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|
2021
Q4 | $4.18M | Sell |
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|
2021
Q3 | $4.47M | Buy |
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|
2021
Q2 | $4.21M | Buy |
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|
2021
Q1 | $3.41M | Buy |
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|
2020
Q4 | $2.25M | Buy |
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|
2020
Q3 | $1.85M | Buy |
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|
2020
Q2 | $1.58M | Buy |
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|
2020
Q1 | $957K | Buy |
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|
2019
Q4 | $632K | Buy |
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|
2019
Q3 | $567K | Sell |
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|
2019
Q2 | $797K | Buy |
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|
2019
Q1 | $534K | Buy |
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|
2018
Q4 | $375K | Buy |
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|
2018
Q3 | $385K | Buy |
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|
2018
Q2 | $338K | Buy |
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|
2018
Q1 | $298K | Sell |
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|
2017
Q4 | $338K | Sell |
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|
2017
Q3 | $507K | Buy |
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|
2017
Q2 | $459K | Buy |
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|
2017
Q1 | $399K | Sell |
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|
2016
Q4 | $406K | Sell |
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|
2016
Q3 | $495K | Sell |
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|
2016
Q2 | $493K | Buy |
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|
2016
Q1 | $417K | Buy |
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|
2015
Q4 | $243K | Buy |
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|
2015
Q3 | $256K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $551K | Sell |
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|
2014
Q4 | $8.62K | Buy |
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|
2014
Q3 | $603K | Sell |
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|
2014
Q2 | $691K | Buy |
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|
2014
Q1 | $542K | Buy |
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|
2013
Q4 | $234K | Sell |
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|
2013
Q3 | $211K | Buy |
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|
2013
Q2 | $206K | Buy |
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