SAI
Savvy Advisors Inc’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
4,246
+989
| +30% | +$315K | 0.09% | 163 |
|
|
2025
Q1 | $876K | Buy |
3,257
+899
| +38% | +$242K | 0.09% | 189 |
|
|
2024
Q4 | $700K | Buy |
2,358
+493
| +26% | +$146K | 0.08% | 196 |
|
|
2024
Q3 | $506K | Buy |
1,865
+514
| +38% | +$139K | 0.1% | 180 |
|
|
2024
Q2 | $313K | Buy |
1,351
+335
| +33% | +$77.6K | 0.1% | 204 |
|
|
2024
Q1 | $231K | Buy |
+1,016
| New | +$231K | 0.13% | 194 |
|