Carson Wealth (CWM LLC)’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
10,233
+2,527
| +33% | +$192K | ﹤0.01% | 1388 |
|
|
2025
Q1 | $497K | Buy |
7,706
+4,042
| +110% | +$261K | ﹤0.01% | 1441 |
|
|
2024
Q4 | $256K | Buy |
3,664
+305
| +9% | +$21.3K | ﹤0.01% | 1679 |
|
|
2024
Q3 | $211K | Sell |
3,359
-1,849
| -36% | -$116K | ﹤0.01% | 1724 |
|
|
2024
Q2 | $298K | Buy |
5,208
+269
| +5% | +$15.4K | ﹤0.01% | 1398 |
|
|
2024
Q1 | $267K | Buy |
4,939
+835
| +20% | +$45.1K | ﹤0.01% | 1382 |
|
|
2023
Q4 | $224K | Sell |
4,104
-261
| -6% | -$14.2K | ﹤0.01% | 1372 |
|
|
2023
Q3 | $165K | Sell |
4,365
-63
| -1% | -$2.38K | ﹤0.01% | 1386 |
|
|
2023
Q2 | $175K | Buy |
4,428
+43
| +1% | +$1.7K | ﹤0.01% | 1305 |
|
|
2023
Q1 | $162K | Buy |
4,385
+176
| +4% | +$6.5K | ﹤0.01% | 1283 |
|
|
2022
Q4 | $161K | Buy |
4,209
+316
| +8% | +$12.1K | ﹤0.01% | 1179 |
|
|
2022
Q3 | $133K | Buy |
3,893
+127
| +3% | +$4.34K | ﹤0.01% | 1211 |
|
|
2022
Q2 | $135K | Sell |
3,766
-62
| -2% | -$2.22K | ﹤0.01% | 1191 |
|
|
2022
Q1 | $178K | Buy |
3,828
+196
| +5% | +$9.11K | ﹤0.01% | 1081 |
|
|
2021
Q4 | $203K | Buy |
+3,632
| New | +$203K | ﹤0.01% | 1010 |
|
|
2021
Q2 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 968 |
|
|
2021
Q1 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 968 |
|
|
2020
Q4 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 968 |
|
|
2020
Q3 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 968 |
|
|
2020
Q2 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 968 |
|
|
2020
Q1 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 968 |
|
|
2019
Q4 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 968 |
|
|
2019
Q3 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 968 |
|
|
2019
Q2 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 968 |
|
|
2019
Q1 | $162K | Sell |
3,500
-2,300
| -40% | -$106K | ﹤0.01% | 968 |
|
|
2018
Q4 | $146K | Hold |
5,800
| – | – | ﹤0.01% | 659 |
|
|
2018
Q3 | $199K | Hold |
5,800
| – | – | 0.01% | 513 |
|
|
2018
Q2 | $237K | Hold |
5,800
| – | – | 0.01% | 398 |
|
|
2018
Q1 | $235K | Hold |
5,800
| – | – | 0.01% | 346 |
|
|
2017
Q4 | $173K | Hold |
5,800
| – | – | 0.01% | 364 |
|
|
2017
Q3 | $165K | Buy |
+5,800
| New | +$165K | 0.01% | 346 |
|