Carson Wealth (CWM LLC)’s AXIS Capital AXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Buy |
71,977
+16,256
| +29% | +$1.69M | 0.03% | 477 |
|
|
2025
Q1 | $5.59M | Buy |
55,721
+25,063
| +82% | +$2.51M | 0.02% | 492 |
|
|
2024
Q4 | $2.72M | Buy |
30,658
+9,255
| +43% | +$820K | 0.01% | 670 |
|
|
2024
Q3 | $1.7M | Buy |
21,403
+10,261
| +92% | +$817K | 0.01% | 771 |
|
|
2024
Q2 | $787K | Buy |
11,142
+4,448
| +66% | +$314K | ﹤0.01% | 1022 |
|
|
2024
Q1 | $435K | Buy |
6,694
+3,853
| +136% | +$250K | ﹤0.01% | 1185 |
|
|
2023
Q4 | $157K | Buy |
2,841
+1,539
| +118% | +$85K | ﹤0.01% | 1524 |
|
|
2023
Q3 | $73K | Buy |
1,302
+1,233
| +1,787% | +$69.1K | ﹤0.01% | 1832 |
|
|
2023
Q2 | $4K | Sell |
69
-10
| -13% | -$580 | ﹤0.01% | 3492 |
|
|
2023
Q1 | $4K | Sell |
79
-68
| -46% | -$3.44K | ﹤0.01% | 3352 |
|
|
2022
Q4 | $8K | Buy |
147
+142
| +2,840% | +$7.73K | ﹤0.01% | 2901 |
|
|
2022
Q3 | $0 | Sell |
5
-27
| -84% | – | ﹤0.01% | 3881 |
|
|
2022
Q2 | $2K | Sell |
32
-230
| -88% | -$14.4K | ﹤0.01% | 3292 |
|
|
2022
Q1 | $16K | Buy |
262
+27
| +11% | +$1.65K | ﹤0.01% | 2208 |
|
|
2021
Q4 | $13K | Buy |
+235
| New | +$13K | ﹤0.01% | 2184 |
|
|
2021
Q2 | $11K | Hold |
230
| – | – | ﹤0.01% | 2041 |
|
|
2021
Q1 | $11K | Hold |
230
| – | – | ﹤0.01% | 2041 |
|
|
2020
Q4 | $11K | Hold |
230
| – | – | ﹤0.01% | 2041 |
|
|
2020
Q3 | $11K | Hold |
230
| – | – | ﹤0.01% | 2041 |
|
|
2020
Q2 | $11K | Hold |
230
| – | – | ﹤0.01% | 2041 |
|
|
2020
Q1 | $11K | Hold |
230
| – | – | ﹤0.01% | 2041 |
|
|
2019
Q4 | $11K | Hold |
230
| – | – | ﹤0.01% | 2041 |
|
|
2019
Q3 | $11K | Hold |
230
| – | – | ﹤0.01% | 2041 |
|
|
2019
Q2 | $11K | Hold |
230
| – | – | ﹤0.01% | 2041 |
|
|
2019
Q1 | $11K | Buy |
+230
| New | +$11K | ﹤0.01% | 2041 |
|
|
2018
Q4 | – | Sell |
-17
| Closed | -$1K | – | 2084 |
|
|
2018
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1611 |
|
|
2017
Q4 | – | Sell |
-79
| Closed | -$5K | – | 1452 |
|
|
2017
Q3 | $5K | Buy |
79
+62
| +365% | +$3.92K | ﹤0.01% | 1064 |
|
|
2017
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1067 |
|
|
2017
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1034 |
|
|
2016
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1033 |
|
|
2016
Q3 | $1K | Sell |
17
-11
| -39% | -$647 | ﹤0.01% | 939 |
|
|
2016
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 701 |
|
|
2016
Q1 | – | Sell |
-90
| Closed | -$5K | – | 746 |
|
|
2015
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 511 |
|
|
2015
Q3 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 494 |
|