AWM
Axxcess Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
591
+3
| +0.5% | +$1.73K | 0.01% | 688 |
|
|
2025
Q1 | $333K | Sell |
588
-85
| -13% | -$48.1K | 0.01% | 653 |
|
|
2024
Q4 | $404K | Buy |
673
+4
| +0.6% | +$2.4K | 0.01% | 598 |
|
|
2024
Q3 | $390K | Buy |
669
+32
| +5% | +$18.7K | 0.01% | 611 |
|
|
2024
Q2 | $307K | Sell |
637
-13,468
| -95% | -$6.49M | 0.01% | 644 |
|
|
2024
Q1 | $7.91M | Buy |
14,105
+121
| +0.9% | +$67.8K | 0.22% | 86 |
|
|
2023
Q4 | $7.91M | Buy |
13,984
+669
| +5% | +$378K | 0.23% | 86 |
|
|
2023
Q3 | $6.83M | Buy |
13,315
+274
| +2% | +$141K | 0.23% | 87 |
|
|
2023
Q2 | $6.12M | Buy |
13,041
+1,520
| +13% | +$713K | 0.44% | 51 |
|
|
2023
Q1 | $6.45M | Buy |
11,521
+39
| +0.3% | +$21.8K | 0.49% | 42 |
|
|
2022
Q4 | $5.34M | Sell |
11,482
-606
| -5% | -$282K | 0.44% | 48 |
|
|
2022
Q3 | $5.1M | Buy |
12,088
+348
| +3% | +$147K | 0.48% | 38 |
|
|
2022
Q2 | $4.84M | Sell |
11,740
-130
| -1% | -$53.6K | 0.45% | 48 |
|
|
2022
Q1 | $5.97M | Sell |
11,870
-1,556
| -12% | -$782K | 0.47% | 45 |
|
|
2021
Q4 | $8.23M | Buy |
+13,426
| New | +$8.23M | 0.6% | 27 |
|