BWP
Baldwin Wealth Partners’s Axsome Therapeutics AXSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
48,570
-1,000
| -2% | -$104K | 0.34% | 58 |
|
|
2025
Q1 | $5.78M | Hold |
49,570
| – | – | 0.41% | 57 |
|
|
2024
Q4 | $4.19M | Sell |
49,570
-125
| -0.3% | -$10.6K | 0.29% | 61 |
|
|
2024
Q3 | $4.47M | Hold |
49,695
| – | – | 0.3% | 62 |
|
|
2024
Q2 | $4M | Hold |
49,695
| – | – | 0.31% | 64 |
|
|
2024
Q1 | $3.97M | Buy |
49,695
+700
| +1% | +$55.9K | 0.3% | 65 |
|
|
2023
Q4 | $3.9M | Buy |
48,995
+1,000
| +2% | +$79.6K | 0.31% | 64 |
|
|
2023
Q3 | $3.35M | Hold |
47,995
| – | – | 0.29% | 69 |
|
|
2023
Q2 | $3.45M | Buy |
47,995
+500
| +1% | +$35.9K | 0.28% | 74 |
|
|
2023
Q1 | $2.93M | Hold |
47,495
| – | – | 0.26% | 79 |
|
|
2022
Q4 | $3.66M | Sell |
47,495
-5,350
| -10% | -$413K | 0.33% | 75 |
|
|
2022
Q3 | $2.36M | Hold |
52,845
| – | – | 0.33% | 48 |
|
|
2022
Q2 | $2.02M | Sell |
52,845
-2,000
| -4% | -$76.6K | 0.26% | 53 |
|
|
2022
Q1 | $2.27M | Buy |
54,845
+13,000
| +31% | +$538K | 0.24% | 57 |
|
|
2021
Q4 | $1.58M | Hold |
41,845
| – | – | 0.16% | 65 |
|
|
2021
Q3 | $1.38M | Buy |
41,845
+17,000
| +68% | +$560K | 0.15% | 64 |
|
|
2021
Q2 | $1.68M | Hold |
24,845
| – | – | 0.18% | 62 |
|
|
2021
Q1 | $1.41M | Sell |
24,845
-500
| -2% | -$28.3K | 0.17% | 66 |
|
|
2020
Q4 | $2.07M | Buy |
25,345
+500
| +2% | +$40.7K | 0.26% | 55 |
|
|
2020
Q3 | $1.77M | Hold |
24,845
| – | – | 0.24% | 60 |
|
|
2020
Q2 | $2.04M | Hold |
24,845
| – | – | 0.3% | 59 |
|
|
2020
Q1 | $1.46M | Sell |
24,845
-10,396
| -29% | -$612K | 0.26% | 62 |
|
|
2019
Q4 | $3.64M | Buy |
35,241
+5,500
| +18% | +$569K | 0.51% | 54 |
|
|
2019
Q3 | $602K | Buy |
29,741
+500
| +2% | +$10.1K | 0.09% | 95 |
|
|
2019
Q2 | $753K | Hold |
29,241
| – | – | 0.11% | 96 |
|
|
2019
Q1 | $416K | Hold |
29,241
| – | – | 0.06% | 141 |
|
|
2018
Q4 | $82K | Sell |
29,241
-1,310
| -4% | -$3.67K | 0.01% | 246 |
|
|
2018
Q3 | $105K | Buy |
30,551
+5,000
| +20% | +$17.2K | 0.01% | 247 |
|
|
2018
Q2 | $82K | Buy |
25,551
+6,000
| +31% | +$19.3K | 0.01% | 271 |
|
|
2018
Q1 | $48K | Hold |
19,551
| – | – | 0.01% | 300 |
|
|
2017
Q4 | $109K | Hold |
19,551
| – | – | 0.02% | 239 |
|
|
2017
Q3 | $109K | Sell |
19,551
-100
| -0.5% | -$558 | 0.02% | 229 |
|
|
2017
Q2 | $108K | Hold |
19,651
| – | – | 0.02% | 231 |
|
|
2017
Q1 | $77K | Hold |
19,651
| – | – | 0.01% | 260 |
|
|
2016
Q4 | $133K | Buy |
19,651
+4,500
| +30% | +$30.5K | 0.02% | 201 |
|
|
2016
Q3 | $119K | Buy |
+15,151
| New | +$119K | 0.02% | 211 |
|