Creative Planning’s AXT Inc AXTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $85.9K | Buy |
+41,123
| New | +$85.9K | ﹤0.01% | 3434 |
|
2024
Q4 | – | Sell |
-52,448
| Closed | -$127K | – | 3564 |
|
2024
Q3 | $127K | Buy |
+52,448
| New | +$127K | ﹤0.01% | 2969 |
|
2024
Q1 | – | Sell |
-52,448
| Closed | -$126K | – | 2856 |
|
2023
Q4 | $126K | Sell |
52,448
-30,000
| -36% | -$72K | ﹤0.01% | 2530 |
|
2023
Q3 | $198K | Buy |
82,448
+19,862
| +32% | +$47.7K | ﹤0.01% | 2238 |
|
2023
Q2 | $215K | Buy |
+62,586
| New | +$215K | ﹤0.01% | 2150 |
|
2022
Q4 | – | Sell |
-43,018
| Closed | -$288K | – | 2387 |
|
2022
Q3 | $288K | Sell |
43,018
-9,800
| -19% | -$65.6K | ﹤0.01% | 1658 |
|
2022
Q2 | $310K | Buy |
52,818
+15,000
| +40% | +$88K | ﹤0.01% | 1581 |
|
2022
Q1 | $265K | Sell |
37,818
-150
| -0.4% | -$1.05K | ﹤0.01% | 1713 |
|
2021
Q4 | $334K | Hold |
37,968
| – | – | ﹤0.01% | 1548 |
|
2021
Q3 | $316K | Buy |
+37,968
| New | +$316K | ﹤0.01% | 1557 |
|