Rothschild Investment LLC’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 | $2.5M | Sell |
7,842
-54
| -0.7% | -$17.2K | 0.16% | 132 |
|
|
2025
Q1 | $2.12M | Sell |
7,896
-642
| -8% | -$173K | 0.14% | 140 |
|
|
2024
Q4 | $2.53M | Sell |
8,538
-46
| -0.5% | -$13.7K | 0.17% | 122 |
|
|
2024
Q3 | $2.33M | Sell |
8,584
-43
| -0.5% | -$11.7K | 0.15% | 127 |
|
|
2024
Q2 | $2M | Buy |
8,627
+200
| +2% | +$46.3K | 0.14% | 136 |
|
|
2024
Q1 | $1.92M | Buy |
8,427
+4,725
| +128% | +$1.08M | 0.14% | 137 |
|
|
2023
Q4 | $694K | Sell |
3,702
-4,753
| -56% | -$890K | 0.06% | 243 |
|
|
2023
Q3 | $1.26M | Sell |
8,455
-55
| -0.6% | -$8.2K | 0.11% | 178 |
|
|
2023
Q2 | $1.48M | Buy |
8,510
+118
| +1% | +$20.6K | 0.12% | 158 |
|
|
2023
Q1 | $1.38M | Sell |
8,392
-2,678
| -24% | -$442K | 0.12% | 167 |
|
|
2022
Q4 | $1.64M | Buy |
11,070
+805
| +8% | +$119K | 0.15% | 144 |
|
|
2022
Q3 | $1.39M | Hold |
10,265
| – | – | 0.14% | 156 |
|
|
2022
Q2 | $1.42M | Buy |
10,265
+246
| +2% | +$34.1K | 0.13% | 163 |
|
|
2022
Q1 | $1.87M | Buy |
10,019
+16
| +0.2% | +$2.99K | 0.15% | 146 |
|
|
2021
Q4 | $1.64M | Sell |
10,003
-270
| -3% | -$44.2K | 0.13% | 159 |
|
|
2021
Q3 | $1.72M | Sell |
10,273
-1,000
| -9% | -$168K | 0.14% | 149 |
|
|
2021
Q2 | $1.86M | Buy |
11,273
+128
| +1% | +$21.2K | 0.15% | 142 |
|
|
2021
Q1 | $1.58M | Hold |
11,145
| – | – | 0.14% | 160 |
|
|
2020
Q4 | $1.35M | Sell |
11,145
-16
| -0.1% | -$1.94K | 0.13% | 159 |
|
|
2020
Q3 | $1.12M | Sell |
11,161
-375
| -3% | -$37.6K | 0.12% | 158 |
|
|
2020
Q2 | $1.1M | Sell |
11,536
-2,526
| -18% | -$240K | 0.13% | 153 |
|
|
2020
Q1 | $1.2M | Sell |
14,062
-1,417
| -9% | -$121K | 0.16% | 142 |
|
|
2019
Q4 | $1.93M | Buy |
15,479
+10,724
| +226% | +$1.34M | 0.19% | 126 |
|
|
2019
Q3 | $562K | Hold |
4,755
| – | – | 0.07% | 237 |
|
|
2019
Q2 | $587K | Hold |
4,755
| – | – | 0.07% | 231 |
|
|
2019
Q1 | $520K | Hold |
4,755
| – | – | 0.06% | 244 |
|
|
2018
Q4 | $453K | Hold |
4,755
| – | – | 0.06% | 244 |
|
|
2018
Q3 | $506K | Hold |
4,755
| – | – | 0.06% | 244 |
|
|
2018
Q2 | $466K | Hold |
4,755
| – | – | 0.06% | 247 |
|
|
2018
Q1 | $444K | Buy |
4,755
+33
| +0.7% | +$3.08K | 0.06% | 250 |
|
|
2017
Q4 | $469K | Buy |
4,722
+35
| +0.7% | +$3.48K | 0.05% | 281 |
|
|
2017
Q3 | $424K | Sell |
4,687
-90
| -2% | -$8.14K | 0.05% | 298 |
|
|
2017
Q2 | $402K | Sell |
4,777
-520
| -10% | -$43.8K | 0.05% | 310 |
|
|
2017
Q1 | $419K | Buy |
5,297
+120
| +2% | +$9.49K | 0.05% | 297 |
|
|
2016
Q4 | $384K | Buy |
5,177
+4
| +0.1% | +$297 | 0.05% | 305 |
|
|
2016
Q3 | $331K | Buy |
5,173
+70
| +1% | +$4.48K | 0.04% | 330 |
|
|
2016
Q2 | $310K | Buy |
5,103
+66
| +1% | +$4.01K | 0.04% | 346 |
|
|
2016
Q1 | $309K | Buy |
5,037
+1,913
| +61% | +$117K | 0.04% | 338 |
|
|
2015
Q4 | $217K | Buy |
3,124
+62
| +2% | +$4.31K | 0.03% | 417 |
|
|
2015
Q3 | $227K | Hold |
3,062
| – | – | 0.03% | 405 |
|
|
2015
Q2 | $238K | Sell |
3,062
-1,414
| -32% | -$110K | 0.03% | 431 |
|
|
2015
Q1 | $350K | Buy |
4,476
+1,230
| +38% | +$96.2K | 0.04% | 353 |
|
|
2014
Q4 | $302K | Hold |
3,246
| – | – | 0.04% | 373 |
|
|
2014
Q3 | $284K | Buy |
3,246
+144
| +5% | +$12.6K | 0.03% | 388 |
|
|
2014
Q2 | $294K | Buy |
3,102
+40
| +1% | +$3.79K | 0.04% | 347 |
|
|
2014
Q1 | $276K | Hold |
3,062
| – | – | 0.04% | 347 |
|
|
2013
Q4 | $278K | Hold |
3,062
| – | – | 0.04% | 347 |
|
|
2013
Q3 | $231K | Buy |
3,062
+99
| +3% | +$7.47K | 0.03% | 346 |
|
|
2013
Q2 | $222K | Buy |
+2,963
| New | +$222K | 0.04% | 321 |
|