Rothschild Investment LLC’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 | $2.57M | Sell |
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|
2025
Q2 | $2.5M | Sell |
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|
2025
Q1 | $2.12M | Sell |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $2.33M | Sell |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $1.92M | Buy |
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|
2023
Q4 | $694K | Sell |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.39M | Hold |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.87M | Buy |
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $1.86M | Buy |
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|
2021
Q1 | $1.58M | Hold |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $1.93M | Buy |
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|
2019
Q3 | $562K | Hold |
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|
2019
Q2 | $587K | Hold |
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|
2019
Q1 | $520K | Hold |
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|
2018
Q4 | $453K | Hold |
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|
2018
Q3 | $506K | Hold |
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|
2018
Q2 | $466K | Hold |
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|
2018
Q1 | $444K | Buy |
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|
2017
Q4 | $469K | Buy |
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|
2017
Q3 | $424K | Sell |
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|
2017
Q2 | $402K | Sell |
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|
2017
Q1 | $419K | Buy |
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|
2016
Q4 | $384K | Buy |
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|
2016
Q3 | $331K | Buy |
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|
2016
Q2 | $310K | Buy |
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|
2016
Q1 | $309K | Buy |
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|
2015
Q4 | $217K | Buy |
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|
2015
Q3 | $227K | Hold |
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|
2015
Q2 | $238K | Sell |
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|
2015
Q1 | $350K | Buy |
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|
2014
Q4 | $302K | Hold |
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|
2014
Q3 | $284K | Buy |
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|
2014
Q2 | $294K | Buy |
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|
2014
Q1 | $276K | Hold |
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|
2013
Q4 | $278K | Hold |
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|
2013
Q3 | $231K | Buy |
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|
2013
Q2 | $222K | Buy |
|