Ownership history in Rosenbaum Jay D. · 6 quarters on record
This page tracks every 13F SEC filing in which Rosenbaum Jay D. reported a position in American Express Co (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q2 | UNCHANGED | 1,063 | — | 0% | 1.39% | $246K | $227.30 |
| 2024 Q1 | REDUCED | 1,063 | -141 | -11.7% | 1.37% | $242K | $222.82 |
| 2023 Q2 | REDUCED | 1,204 | -600 | -33.3% | 0.34% | $210K | $168.65 |
| 2022 Q2 | UNCHANGED | 1,804 | — | 0% | 0.48% | $250K | $132.74 |
| 2022 Q1 | UNCHANGED | 1,804 | — | 0% | 0.53% | $337K | $177.90 |
| 2021 Q4 | INITIATED | 1,804 | — | — | 0.43% | $295K | $155.25 |
As of 2025 Q4 — sorted by position size