Rothschild Investment LLC’s IPG Photonics IPGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-55	Closed	-$4.36K	–	3465
2025 Q3	$4.36K	Buy	+55	New	+$4.3K	﹤0.01%	1765
2022 Q4	–	Sell	-3,730	Closed	-$315K	–	488
2022 Q3	$315K	Hold	3,730	–	–	0.03%	345
2022 Q2	$351K	Buy	+3,730	New	+$369K	0.03%	350
2021 Q3	–	Sell	-1,093	Closed	-$231K	–	497
2021 Q2	$231K	Sell	1,093 -55	-5%	-$11.6K	0.02%	439
2021 Q1	$242K	Sell	1,148 -21	-2%	-$4.77K	0.02%	418
2020 Q4	$262K	Sell	1,169 -921	-44%	-$184K	0.03%	379
2020 Q3	$355K	Buy	+2,090	New	+$345K	0.04%	310
2018 Q1	–	Sell	-1,450	Closed	-$310K	–	396
2017 Q4	$310K	Sell	1,450 -170	-10%	-$36.1K	0.03%	332
2017 Q3	$300K	Sell	1,620 -140	-8%	-$23.3K	0.03%	341
2017 Q2	$255K	Hold	1,760	–	–	0.03%	384
2017 Q1	$212K	Buy	+1,760	New	+$199K	0.02%	414