Allworth Financial’s Axsome Therapeutics AXSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$250K	Buy	1,482 +23	+2%	+$3.97K	﹤0.01%	1266
2025 Q4	$266K	Buy	1,459 +17	+1%	+$2.37K	﹤0.01%	1196
2025 Q3	$175K	Buy	1,442 +89	+7%	+$10K	﹤0.01%	1368
2025 Q2	$141K	Buy	1,353 +1,060	+362%	+$112K	﹤0.01%	1347
2025 Q1	$30.9K	Buy	293 +6	+2%	+$684	﹤0.01%	1809
2024 Q4	$29.4K	Hold	287	–	–	﹤0.01%	1862
2024 Q3	$25.8K	Sell	287 -25	-8%	-$2.18K	﹤0.01%	1748
2024 Q2	$26.5K	Sell	312 -10	-3%	-$740	﹤0.01%	1703
2024 Q1	$25.7K	Buy	322 +305	+1,794%	+$25.6K	﹤0.01%	1624
2023 Q4	$1.35K	Sell	17 -52	-75%	-$3.48K	﹤0.01%	2844
2023 Q3	$4.82K	Buy	69 +31	+82%	+$2.32K	﹤0.01%	2124
2023 Q2	$2.73K	Buy	38 +20	+111%	+$1.48K	﹤0.01%	2361
2023 Q1	$1.11K	Hold	18	–	–	﹤0.01%	2632
2022 Q4	$1.39K	Hold	18	–	–	﹤0.01%	2364
2022 Q3	$1K	Buy	18 +13	+260%	+$650	﹤0.01%	2309
2022 Q2	$0	Buy	+5	New	+$158	﹤0.01%	2389