EWM
Empirical Wealth Management’s AXIS Capital AXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,251
| Closed | -$226K | – | 689 |
|
|
2025
Q1 | $226K | Buy |
+2,251
| New | +$226K | 0.01% | 577 |
|
|
2023
Q2 | – | Sell |
-42,107
| Closed | -$2.3M | – | 464 |
|
|
2023
Q1 | $2.3M | Buy |
42,107
+4,333
| +11% | +$236K | 0.1% | 132 |
|
|
2022
Q4 | $2.05M | Buy |
37,774
+2,353
| +7% | +$127K | 0.1% | 135 |
|
|
2022
Q3 | $1.74M | Buy |
35,421
+10,655
| +43% | +$524K | 0.09% | 136 |
|
|
2022
Q2 | $1.41M | Buy |
+24,766
| New | +$1.41M | 0.07% | 169 |
|