MIM
Manitou Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-136,807
| Closed | -$13.6M | – | 42 |
|
|
2018
Q4 | $13.6M | Buy |
136,807
+127,057
| +1,303% | +$12.6M | 2.95% | 14 |
|
|
2018
Q3 | $1.04M | Buy |
9,750
+250
| +3% | +$26.6K | 0.26% | 27 |
|
|
2018
Q2 | $931K | Sell |
9,500
-125,047
| -93% | -$12.3M | 0.35% | 23 |
|
|
2018
Q1 | $12.6M | Sell |
134,547
-7,140
| -5% | -$666K | 3.89% | 11 |
|
|
2017
Q4 | $14.1M | Sell |
141,687
-8,950
| -6% | -$889K | 4.02% | 10 |
|
|
2017
Q3 | $13.6M | Sell |
150,637
-57,640
| -28% | -$5.21M | 4.13% | 11 |
|
|
2017
Q2 | $17.5M | Buy |
208,277
+7,110
| +4% | +$599K | 5.12% | 8 |
|
|
2017
Q1 | $15.9M | Sell |
201,167
-8,920
| -4% | -$706K | 4.43% | 8 |
|
|
2016
Q4 | $15.6M | Buy |
210,087
+25,430
| +14% | +$1.88M | 4.59% | 7 |
|
|
2016
Q3 | $11.8M | Sell |
184,657
-10,210
| -5% | -$654K | 3.84% | 10 |
|
|
2016
Q2 | $11.8M | Buy |
194,867
+34,000
| +21% | +$2.07M | 3.76% | 10 |
|
|
2016
Q1 | $9.88M | Buy |
160,867
+64,007
| +66% | +$3.93M | 4.1% | 15 |
|
|
2015
Q4 | $6.74M | Buy |
96,860
+5,310
| +6% | +$369K | 2.69% | 19 |
|
|
2015
Q3 | $6.79M | Buy |
+91,550
| New | +$6.79M | 2.97% | 18 |
|