Number of Shares
2.78 Mil
Current Holdings Value*
$746.80 Mil
% of Portfolio
12.57%
Total Estimate Gain
$887.25 Mil
% of Total Estimate Gain
148.23%

Rothschild & Co Wealth Management UK Ltd's American Express Co Holding Summary

As of 2025-03-31, Rothschild & Co Wealth Management UK Ltd held 2.78 Mil shares of American Express Co(AXP), totaling $746.80 Mil. This investment constitutes 12.57% of their stock portfolio, and Rothschild & Co Wealth Management UK Ltd now holds 0.4% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2015Q1. And since then Rothschild & Co Wealth Management UK Ltd has made 16 purchases of AXP, at an average price of $98.81, for a total of 6.06 Mil shares. In addition, there have been 12 sales at an average price of $184.62 for 3.28 Mil shares. Based on historical transaction data and AXP's current price of $316.98, Rothschild & Co Wealth Management UK Ltd's estimated gain on his AXP holdings is $887.25 Mil, reflecting a 148.23% gain to date.

Rothschild & Co Wealth Management UK Ltd AXP ($316.98) Holding Chart

Rothschild & Co Wealth Management UK Ltd AXP ($316.98) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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