Destination Wealth Management’s Axos Financial AX Stock Holding History

Destination Wealth Management’s Portfolio AX Stock Details AX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.08M	Hold
2025 Q4	$2.1M	Buy
2018 Q4	–	Sell
2018 Q3	$0	Buy