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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.2M | Buy |
41,415
+8,176
| +25% | +$839K | ﹤0.01% | 1335 |
|
|
2025
Q4 | $3.56M | Buy |
33,239
+15,563
| +88% | +$1.55M | ﹤0.01% | 1251 |
|
|
2025
Q3 | $1.69M | Sell |
17,676
-3,881
| -18% | -$376K | ﹤0.01% | 1670 |
|
|
2025
Q2 | $2.24M | Buy |
21,557
+8,480
| +65% | +$844K | ﹤0.01% | 1237 |
|
|
2025
Q1 | $1.31M | Buy |
13,077
+4,934
| +61% | +$456K | ﹤0.01% | 1505 |
|
|
2024
Q4 | $722K | Buy |
+8,143
| New | +$697K | ﹤0.01% | 1904 |
|
|
2017
Q3 | – | Sell |
-1,228
| Closed | -$79K | – | 2032 |
|
|
2017
Q2 | $79K | Sell |
1,228
-33
| -3% | -$2.15K | ﹤0.01% | 2154 |
|
|
2017
Q1 | $85K | Buy |
1,261
+125
| +11% | +$8.38K | ﹤0.01% | 2061 |
|
|
2016
Q4 | $74K | Sell |
1,136
-99
| -8% | -$5.96K | ﹤0.01% | 2065 |
|
|
2016
Q3 | $67K | Buy |
1,235
+202
| +20% | +$11.1K | ﹤0.01% | 2135 |
|
|
2016
Q2 | $57K | Sell |
1,033
-475
| -31% | -$25.8K | ﹤0.01% | 2043 |
|
|
2016
Q1 | $84K | Sell |
1,508
-422
| -22% | -$22.8K | ﹤0.01% | 1731 |
|
|
2015
Q4 | $109K | Sell |
1,930
-550
| -22% | -$30.4K | ﹤0.01% | 1578 |
|
|
2015
Q3 | $133K | Buy |
+2,480
| New | +$138K | ﹤0.01% | 1417 |
|
|
2015
Q2 | – | Sell |
-945
| Closed | -$49K | – | 1248 |
|
|
2015
Q1 | $49K | Buy |
945
+293
| +45% | +$14.9K | ﹤0.01% | 2038 |
|
|
2014
Q4 | $33K | Buy |
652
+200
| +44% | +$9.78K | ﹤0.01% | 2273 |
|
|
2014
Q3 | $21K | Buy |
452
+346
| +326% | +$16K | ﹤0.01% | 2506 |
|
|
2014
Q2 | $5K | Sell |
106
-35
| -25% | -$1.6K | ﹤0.01% | 3192 |
|
|
2014
Q1 | $6K | Sell |
141
-78
| -36% | -$3.5K | ﹤0.01% | 2982 |
|
|
2013
Q4 | $10K | Sell |
219
-75
| -26% | -$3.54K | ﹤0.01% | 2552 |
|
|
2013
Q3 | $13K | Buy |
294
+87
| +42% | +$3.84K | ﹤0.01% | 2309 |
|
|
2013
Q2 | $9K | Buy |
+207
| New | +$9.11K | ﹤0.01% | 2310 |
|
Other funds holding AXS
VPM
VCM
AGA
