B. Riley Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $550 | Buy |
3,970
+529
| +15% | +$73 | ﹤0.01% | 396 |
|
|
2022
Q1 | $643K | Sell |
3,441
-186
| -5% | -$34.8K | 0.05% | 285 |
|
|
2021
Q4 | $593K | Buy |
3,627
+254
| +8% | +$41.5K | 0.04% | 307 |
|
|
2021
Q3 | $565K | Buy |
3,373
+56
| +2% | +$9.38K | 0.04% | 307 |
|
|
2021
Q2 | $548K | Sell |
3,317
-1,164
| -26% | -$192K | 0.06% | 219 |
|
|
2021
Q1 | $634K | Sell |
4,481
-1,725
| -28% | -$244K | 0.07% | 196 |
|
|
2020
Q4 | $750K | Buy |
6,206
+695
| +13% | +$84K | 0.1% | 166 |
|
|
2020
Q3 | $552K | Buy |
5,511
+3,219
| +140% | +$322K | 0.07% | 212 |
|
|
2020
Q2 | $218K | Sell |
2,292
-3,107
| -58% | -$296K | 0.02% | 355 |
|
|
2020
Q1 | $462K | Buy |
5,399
+3,725
| +223% | +$319K | 0.05% | 278 |
|
|
2019
Q4 | $208K | Buy |
1,674
+1,494
| +830% | +$186K | 0.03% | 357 |
|
|
2019
Q3 | $21K | Buy |
+180
| New | +$21K | ﹤0.01% | 386 |
|
|
2019
Q1 | – | Sell |
-3,615
| Closed | -$345K | – | 398 |
|
|
2018
Q4 | $345K | Buy |
3,615
+82
| +2% | +$7.83K | 0.07% | 229 |
|
|
2018
Q3 | $376K | Buy |
+3,533
| New | +$376K | 0.09% | 186 |
|
|
2015
Q3 | – | Sell |
-233
| Closed | -$18K | – | 189 |
|
|
2015
Q2 | $18K | Sell |
233
-609
| -72% | -$47K | 0.01% | 622 |
|
|
2015
Q1 | $65K | Buy |
842
+151
| +22% | +$11.7K | 0.05% | 367 |
|
|
2014
Q4 | $64K | Buy |
691
+50
| +8% | +$4.63K | 0.05% | 347 |
|
|
2014
Q3 | $56K | Sell |
641
-39
| -6% | -$3.41K | 0.04% | 387 |
|
|
2014
Q2 | $64K | Hold |
680
| – | – | 0.04% | 421 |
|
|
2014
Q1 | $61K | Buy |
+680
| New | +$61K | 0.05% | 404 |
|