Creative Planning’s AXIS Capital AXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
21,557
+8,480
| +65% | +$880K | ﹤0.01% | 1234 |
|
|
2025
Q1 | $1.31M | Buy |
13,077
+4,934
| +61% | +$495K | ﹤0.01% | 1501 |
|
|
2024
Q4 | $722K | Buy |
+8,143
| New | +$722K | ﹤0.01% | 1898 |
|
|
2017
Q3 | – | Sell |
-1,228
| Closed | -$79K | – | 1993 |
|
|
2017
Q2 | $79K | Sell |
1,228
-33
| -3% | -$2.12K | ﹤0.01% | 2140 |
|
|
2017
Q1 | $85K | Buy |
1,261
+125
| +11% | +$8.43K | ﹤0.01% | 2047 |
|
|
2016
Q4 | $74K | Sell |
1,136
-99
| -8% | -$6.45K | ﹤0.01% | 2050 |
|
|
2016
Q3 | $67K | Buy |
1,235
+202
| +20% | +$11K | ﹤0.01% | 2119 |
|
|
2016
Q2 | $57K | Sell |
1,033
-475
| -31% | -$26.2K | ﹤0.01% | 2032 |
|
|
2016
Q1 | $84K | Sell |
1,508
-422
| -22% | -$23.5K | ﹤0.01% | 1723 |
|
|
2015
Q4 | $109K | Sell |
1,930
-550
| -22% | -$31.1K | ﹤0.01% | 1565 |
|
|
2015
Q3 | $133K | Buy |
+2,480
| New | +$133K | ﹤0.01% | 1409 |
|
|
2015
Q2 | – | Sell |
-945
| Closed | -$49K | – | 1203 |
|
|
2015
Q1 | $49K | Buy |
945
+293
| +45% | +$15.2K | ﹤0.01% | 2024 |
|
|
2014
Q4 | $33K | Buy |
652
+200
| +44% | +$10.1K | ﹤0.01% | 2254 |
|
|
2014
Q3 | $21K | Buy |
452
+346
| +326% | +$16.1K | ﹤0.01% | 2480 |
|
|
2014
Q2 | $5K | Sell |
106
-35
| -25% | -$1.65K | ﹤0.01% | 3109 |
|
|
2014
Q1 | $6K | Sell |
141
-78
| -36% | -$3.32K | ﹤0.01% | 2918 |
|
|
2013
Q4 | $10K | Sell |
219
-75
| -26% | -$3.43K | ﹤0.01% | 2552 |
|
|
2013
Q3 | $13K | Buy |
294
+87
| +42% | +$3.85K | ﹤0.01% | 2309 |
|
|
2013
Q2 | $9K | Buy |
+207
| New | +$9K | ﹤0.01% | 2310 |
|