Creative Planning’s Axsome Therapeutics AXSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
16,080
-1,336
| -8% | -$139K | ﹤0.01% | 1453 |
|
|
2025
Q1 | $2.03M | Buy |
17,416
+5,149
| +42% | +$601K | ﹤0.01% | 1158 |
|
|
2024
Q4 | $1.04M | Buy |
12,267
+1,413
| +13% | +$120K | ﹤0.01% | 1613 |
|
|
2024
Q3 | $975K | Buy |
10,854
+2,489
| +30% | +$224K | ﹤0.01% | 1531 |
|
|
2024
Q2 | $673K | Buy |
8,365
+1,149
| +16% | +$92.5K | ﹤0.01% | 1704 |
|
|
2024
Q1 | $576K | Buy |
7,216
+364
| +5% | +$29K | ﹤0.01% | 1745 |
|
|
2023
Q4 | $545K | Buy |
6,852
+464
| +7% | +$36.9K | ﹤0.01% | 1653 |
|
|
2023
Q3 | $446K | Buy |
6,388
+13
| +0.2% | +$909 | ﹤0.01% | 1631 |
|
|
2023
Q2 | $458K | Sell |
6,375
-371
| -5% | -$26.7K | ﹤0.01% | 1605 |
|
|
2023
Q1 | $416K | Sell |
6,746
-2,469
| -27% | -$152K | ﹤0.01% | 1581 |
|
|
2022
Q4 | $711K | Sell |
9,215
-6
| -0.1% | -$463 | ﹤0.01% | 1214 |
|
|
2022
Q3 | $411K | Buy |
+9,221
| New | +$411K | ﹤0.01% | 1439 |
|
|
2021
Q3 | – | Sell |
-9,668
| Closed | -$652K | – | 2059 |
|
|
2021
Q2 | $652K | Sell |
9,668
-1,053
| -10% | -$71K | ﹤0.01% | 1128 |
|
|
2021
Q1 | $607K | Sell |
10,721
-400
| -4% | -$22.6K | ﹤0.01% | 1280 |
|
|
2020
Q4 | $906K | Sell |
11,121
-754
| -6% | -$61.4K | ﹤0.01% | 986 |
|
|
2020
Q3 | $846K | Sell |
11,875
-6,175
| -34% | -$440K | ﹤0.01% | 864 |
|
|
2020
Q2 | $1.49M | Buy |
18,050
+7,624
| +73% | +$627K | ﹤0.01% | 595 |
|
|
2020
Q1 | $613K | Sell |
10,426
-3,886
| -27% | -$228K | ﹤0.01% | 840 |
|
|
2019
Q4 | $1.48M | Buy |
+14,312
| New | +$1.48M | ﹤0.01% | 626 |
|