Carson Wealth (CWM LLC)’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $863K | Buy |
10,140
+184
| +2% | +$16.8K | ﹤0.01% | 1637 |
|
|
2025
Q4 | $858K | Sell |
9,956
-37
| -0.4% | -$3.05K | ﹤0.01% | 1588 |
|
|
2025
Q3 | $846K | Sell |
9,993
-240
| -2% | -$20.9K | ﹤0.01% | 1505 |
|
|
2025
Q2 | $778K | Buy |
10,233
+2,527
| +33% | +$171K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $497K | Buy |
7,706
+4,042
| +110% | +$274K | ﹤0.01% | 1443 |
|
|
2024
Q4 | $256K | Buy |
3,664
+305
| +9% | +$22.3K | ﹤0.01% | 1681 |
|
|
2024
Q3 | $211K | Sell |
3,359
-1,849
| -36% | -$122K | ﹤0.01% | 1725 |
|
|
2024
Q2 | $298K | Buy |
5,208
+269
| +5% | +$14.6K | ﹤0.01% | 1399 |
|
|
2024
Q1 | $267K | Buy |
4,939
+835
| +20% | +$43.9K | ﹤0.01% | 1383 |
|
|
2023
Q4 | $224K | Sell |
4,104
-261
| -6% | -$10.9K | ﹤0.01% | 1374 |
|
|
2023
Q3 | $165K | Sell |
4,365
-63
| -1% | -$2.66K | ﹤0.01% | 1387 |
|
|
2023
Q2 | $175K | Buy |
4,428
+43
| +1% | +$1.67K | ﹤0.01% | 1307 |
|
|
2023
Q1 | $162K | Buy |
4,385
+176
| +4% | +$7.59K | ﹤0.01% | 1286 |
|
|
2022
Q4 | $161K | Buy |
4,209
+316
| +8% | +$12K | ﹤0.01% | 1181 |
|
|
2022
Q3 | $133K | Buy |
3,893
+127
| +3% | +$5.14K | ﹤0.01% | 1213 |
|
|
2022
Q2 | $135K | Sell |
3,766
-62
| -2% | -$2.38K | ﹤0.01% | 1193 |
|
|
2022
Q1 | $178K | Buy |
3,828
+196
| +5% | +$10.4K | ﹤0.01% | 1083 |
|
|
2021
Q4 | $203K | Buy |
+3,632
| New | +$203K | ﹤0.01% | 1012 |
|
|
2021
Q2 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 970 |
|
|
2021
Q1 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 970 |
|
|
2020
Q4 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 970 |
|
|
2020
Q3 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 970 |
|
|
2020
Q2 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 970 |
|
|
2020
Q1 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 970 |
|
|
2019
Q4 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 970 |
|
|
2019
Q3 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 970 |
|
|
2019
Q2 | $162K | Hold |
3,500
| – | – | ﹤0.01% | 970 |
|
|
2019
Q1 | $162K | Sell |
3,500
-2,300
| -40% | -$68.9K | ﹤0.01% | 970 |
|
|
2018
Q4 | $146K | Hold |
5,800
| – | – | ﹤0.01% | 660 |
|
|
2018
Q3 | $199K | Hold |
5,800
| – | – | 0.01% | 515 |
|
|
2018
Q2 | $237K | Hold |
5,800
| – | – | 0.01% | 399 |
|
|
2018
Q1 | $235K | Hold |
5,800
| – | – | 0.01% | 347 |
|
|
2017
Q4 | $173K | Hold |
5,800
| – | – | 0.01% | 365 |
|
|
2017
Q3 | $165K | Buy |
+5,800
| New | +$152K | 0.01% | 347 |
|
Other funds holding AX
VPM
VCM
DAM
