CAPTRUST Financial Advisors’s Axsome Therapeutics AXSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
6,992
+3,888
| +125% | +$406K | ﹤0.01% | 1507 |
|
|
2025
Q1 | $362K | Buy |
3,104
+151
| +5% | +$17.6K | ﹤0.01% | 1837 |
|
|
2024
Q4 | $250K | Sell |
2,953
-2,769
| -48% | -$234K | ﹤0.01% | 2017 |
|
|
2024
Q3 | $514K | Buy |
+5,722
| New | +$514K | ﹤0.01% | 1559 |
|
|
2023
Q4 | – | Sell |
-2,881
| Closed | -$201K | – | 2665 |
|
|
2023
Q3 | $201K | Buy |
2,881
+30
| +1% | +$2.1K | ﹤0.01% | 2292 |
|
|
2023
Q2 | $205K | Buy |
+2,851
| New | +$205K | ﹤0.01% | 2251 |
|
|
2022
Q3 | – | Sell |
-705
| Closed | -$27K | – | 2236 |
|
|
2022
Q2 | $27K | Sell |
705
-52
| -7% | -$1.99K | ﹤0.01% | 3186 |
|
|
2022
Q1 | $31K | Buy |
757
+646
| +582% | +$26.5K | ﹤0.01% | 3114 |
|
|
2021
Q4 | $4K | Buy |
111
+35
| +46% | +$1.26K | ﹤0.01% | 4158 |
|
|
2021
Q3 | $3K | Buy |
76
+16
| +27% | +$632 | ﹤0.01% | 4112 |
|
|
2021
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 3936 |
|
|
2021
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 3889 |
|
|
2020
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 2827 |
|
|
2020
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 2575 |
|
|
2020
Q2 | – | Sell |
-3,400
| Closed | -$190K | – | 2845 |
|
|
2020
Q1 | $190K | Sell |
3,400
-250
| -7% | -$14K | ﹤0.01% | 873 |
|
|
2019
Q4 | $370K | Buy |
+3,650
| New | +$370K | 0.01% | 782 |
|