EverSource Wealth Advisors’s AXIS Capital AXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
4,399
+3,150
| +252% | +$327K | 0.02% | 491 |
|
|
2025
Q1 | $125K | Buy |
1,249
+578
| +86% | +$57.9K | 0.01% | 828 |
|
|
2024
Q4 | $59.5K | Buy |
671
+285
| +74% | +$25.3K | ﹤0.01% | 1109 |
|
|
2024
Q3 | $30.7K | Sell |
386
-347
| -47% | -$27.6K | ﹤0.01% | 1271 |
|
|
2024
Q2 | $55.5K | Buy |
733
+32
| +5% | +$2.42K | ﹤0.01% | 1039 |
|
|
2024
Q1 | $43K | Buy |
701
+58
| +9% | +$3.56K | ﹤0.01% | 1044 |
|
|
2023
Q4 | $35.6K | Sell |
643
-33
| -5% | -$1.83K | ﹤0.01% | 1029 |
|
|
2023
Q3 | $38.1K | Sell |
676
-147
| -18% | -$8.29K | ﹤0.01% | 915 |
|
|
2023
Q2 | $44.3K | Sell |
823
-524
| -39% | -$28.2K | ﹤0.01% | 880 |
|
|
2023
Q1 | $73.4K | Buy |
1,347
+23
| +2% | +$1.25K | 0.01% | 650 |
|
|
2022
Q4 | $71.7K | Buy |
+1,324
| New | +$71.7K | 0.01% | 620 |
|