Sovran Advisors’s American Express AXP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$309K Sell
974
-99
-9% -$31.4K 0.03% 396
2025
Q1
$270K Sell
1,073
-87
-8% -$21.9K 0.04% 391
2024
Q4
$348K Buy
+1,160
New +$348K 0.05% 319