MHIM
MacNealy Hoover Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,000
| Closed | -$328K | – | 71 |
|
|
2019
Q1 | $328K | Hold |
3,000
| – | – | 0.25% | 63 |
|
|
2018
Q4 | $286K | Hold |
3,000
| – | – | 0.25% | 62 |
|
|
2018
Q3 | $319K | Hold |
3,000
| – | – | 0.23% | 63 |
|
|
2018
Q2 | $294K | Hold |
3,000
| – | – | 0.23% | 63 |
|
|
2018
Q1 | $280K | Sell |
3,000
-3,000
| -50% | -$280K | 0.22% | 62 |
|
|
2017
Q4 | $596K | Hold |
6,000
| – | – | 0.43% | 54 |
|
|
2017
Q3 | $543K | Hold |
6,000
| – | – | 0.39% | 58 |
|
|
2017
Q2 | $505K | Hold |
6,000
| – | – | 0.38% | 58 |
|
|
2017
Q1 | $475K | Hold |
6,000
| – | – | 0.36% | 59 |
|
|
2016
Q4 | $444K | Hold |
6,000
| – | – | 0.34% | 60 |
|
|
2016
Q3 | $384K | Hold |
6,000
| – | – | 0.31% | 66 |
|
|
2016
Q2 | $365K | Hold |
6,000
| – | – | 0.29% | 72 |
|
|
2016
Q1 | $368K | Hold |
6,000
| – | – | 0.3% | 71 |
|
|
2015
Q4 | $417K | Hold |
6,000
| – | – | 0.35% | 65 |
|
|
2015
Q3 | $445K | Hold |
6,000
| – | – | 0.4% | 65 |
|
|
2015
Q2 | $466K | Hold |
6,000
| – | – | 0.38% | 65 |
|
|
2015
Q1 | $469K | Hold |
6,000
| – | – | 0.41% | 65 |
|
|
2014
Q4 | $558K | Hold |
6,000
| – | – | 0.48% | 64 |
|
|
2014
Q3 | $525K | Hold |
6,000
| – | – | 0.46% | 63 |
|
|
2014
Q2 | $569K | Hold |
6,000
| – | – | 0.5% | 60 |
|
|
2014
Q1 | $540K | Hold |
6,000
| – | – | 0.48% | 62 |
|
|
2013
Q4 | $544K | Buy |
+6,000
| New | +$544K | 0.51% | 62 |
|