B. Riley Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $550 | Buy |
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|
2022
Q1 | $643K | Sell |
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|
2021
Q4 | $593K | Buy |
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|
2021
Q3 | $565K | Buy |
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|
2021
Q2 | $548K | Sell |
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|
2021
Q1 | $634K | Sell |
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|
2020
Q4 | $750K | Buy |
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|
2020
Q3 | $552K | Buy |
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|
2020
Q2 | $218K | Sell |
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|
2020
Q1 | $462K | Buy |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q3 | $21K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $345K | Buy |
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|
2018
Q3 | $376K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $18K | Sell |
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|
2015
Q1 | $65K | Buy |
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|
2014
Q4 | $64K | Buy |
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|
2014
Q3 | $56K | Sell |
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|
2014
Q2 | $64K | Hold |
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|
2014
Q1 | $61K | Buy |
|