MIM
Midwest Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,434
| Closed | -$328K | – | 52 |
|
|
2016
Q4 | $328K | Sell |
4,434
-16,561
| -79% | -$1.23M | 0.28% | 38 |
|
|
2016
Q3 | $1.34M | Sell |
20,995
-1,335
| -6% | -$85.5K | 1.17% | 34 |
|
|
2016
Q2 | $1.36M | Sell |
22,330
-850
| -4% | -$51.6K | 1.11% | 35 |
|
|
2016
Q1 | $1.42M | Sell |
23,180
-245
| -1% | -$15K | 1.15% | 37 |
|
|
2015
Q4 | $1.63M | Sell |
23,425
-150
| -0.6% | -$10.4K | 1.39% | 33 |
|
|
2015
Q3 | $1.75M | Sell |
23,575
-35
| -0.1% | -$2.59K | 1.49% | 34 |
|
|
2015
Q2 | $1.83M | Sell |
23,610
-40
| -0.2% | -$3.11K | 1.41% | 36 |
|
|
2015
Q1 | $1.85M | Buy |
23,650
+1,625
| +7% | +$127K | 1.4% | 36 |
|
|
2014
Q4 | $2.05M | Sell |
22,025
-250
| -1% | -$23.3K | 1.49% | 33 |
|
|
2014
Q3 | $1.95M | Buy |
22,275
+305
| +1% | +$26.7K | 1.45% | 33 |
|
|
2014
Q2 | $2.08M | Sell |
21,970
-1,325
| -6% | -$126K | 1.52% | 33 |
|
|
2014
Q1 | $2.1M | Sell |
23,295
-735
| -3% | -$66.2K | 1.57% | 34 |
|
|
2013
Q4 | $2.18M | Sell |
24,030
-800
| -3% | -$72.6K | 1.63% | 33 |
|
|
2013
Q3 | $1.88M | Sell |
24,830
-860
| -3% | -$64.9K | 1.57% | 34 |
|
|
2013
Q2 | $1.92M | Buy |
+25,690
| New | +$1.92M | 1.95% | 31 |
|