DiNuzzo Private Wealth’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989 | Hold |
13
| – | – | ﹤0.01% | 860 |
|
|
2025
Q1 | $839 | Hold |
13
| – | – | ﹤0.01% | 882 |
|
|
2024
Q4 | $909 | Hold |
13
| – | – | ﹤0.01% | 885 |
|
|
2024
Q3 | $818 | Hold |
13
| – | – | ﹤0.01% | 937 |
|
|
2024
Q2 | $743 | Buy |
13
+2
| +18% | +$114 | ﹤0.01% | 908 |
|
|
2024
Q1 | $595 | Hold |
11
| – | – | ﹤0.01% | 921 |
|
|
2023
Q4 | $601 | Buy |
+11
| New | +$601 | ﹤0.01% | 911 |
|