Creative Planning’s AXIS Capital AXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.69M | Sell |
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|
2025
Q2 | $2.24M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $722K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $79K | Sell |
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|
2017
Q1 | $85K | Buy |
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|
2016
Q4 | $74K | Sell |
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|
2016
Q3 | $67K | Buy |
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|
2016
Q2 | $57K | Sell |
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|
2016
Q1 | $84K | Sell |
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|
2015
Q4 | $109K | Sell |
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|
2015
Q3 | $133K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $49K | Buy |
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|
2014
Q4 | $33K | Buy |
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|
2014
Q3 | $21K | Buy |
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|
2014
Q2 | $5K | Sell |
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|
2014
Q1 | $6K | Sell |
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|
2013
Q4 | $10K | Sell |
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|
2013
Q3 | $13K | Buy |
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|
2013
Q2 | $9K | Buy |
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