CWM
CCG Wealth Management’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
15,200
| – | – | 0.61% | 30 |
|
|
2025
Q1 | $981K | Hold |
15,200
| – | – | 0.59% | 31 |
|
|
2024
Q4 | $1.06M | Hold |
15,200
| – | – | 0.59% | 29 |
|
|
2024
Q3 | $956K | Sell |
15,200
-39,000
| -72% | -$2.45M | 0.54% | 31 |
|
|
2024
Q2 | $3.1M | Sell |
54,200
-11
| -0% | -$629 | 1.75% | 12 |
|
|
2024
Q1 | $2.93M | Buy |
54,211
+44,200
| +442% | +$2.39M | 1.76% | 13 |
|
|
2023
Q4 | $547K | Sell |
10,011
-5,200
| -34% | -$284K | 0.37% | 31 |
|
|
2023
Q3 | $576K | Sell |
15,211
-1,000
| -6% | -$37.9K | 0.38% | 32 |
|
|
2023
Q2 | $639K | Buy |
+16,211
| New | +$639K | 0.4% | 31 |
|
|
2023
Q1 | – | Sell |
-370,884
| Closed | -$14.2M | – | 70 |
|
|
2022
Q4 | $14.2M | Buy |
370,884
+20,640
| +6% | +$789K | 7.87% | 3 |
|
|
2022
Q3 | $12M | Buy |
+350,244
| New | +$12M | 7.32% | 4 |
|