Geneos Wealth Management’s Anavex Life Sciences AVXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
45,050
-45,250
| -50% | -$417K | 0.01% | 767 |
|
|
2025
Q1 | $775K | Buy |
90,300
+36,525
| +68% | +$313K | 0.01% | 752 |
|
|
2024
Q4 | $578K | Sell |
53,775
-14,450
| -21% | -$155K | 0.02% | 549 |
|
|
2024
Q3 | $388K | Sell |
68,225
-21,500
| -24% | -$122K | 0.01% | 614 |
|
|
2024
Q2 | $379K | Buy |
89,725
+15,325
| +21% | +$64.7K | 0.02% | 561 |
|
|
2024
Q1 | $379K | Buy |
74,400
+6,800
| +10% | +$34.6K | 0.02% | 555 |
|
|
2023
Q4 | $629K | Buy |
67,600
+25,500
| +61% | +$237K | 0.03% | 419 |
|
|
2023
Q3 | $276K | Hold |
42,100
| – | – | 0.01% | 598 |
|
|
2023
Q2 | $342K | Hold |
42,100
| – | – | 0.02% | 552 |
|
|
2023
Q1 | $361K | Buy |
42,100
+2,000
| +5% | +$17.1K | 0.02% | 508 |
|
|
2022
Q4 | $371K | Buy |
40,100
+6,600
| +20% | +$61.1K | 0.02% | 478 |
|
|
2022
Q3 | $345K | Sell |
33,500
-5,300
| -14% | -$54.6K | 0.02% | 467 |
|
|
2022
Q2 | $399K | Buy |
38,800
+7,150
| +23% | +$73.5K | 0.02% | 558 |
|
|
2022
Q1 | $389K | Buy |
31,650
+9,200
| +41% | +$113K | 0.02% | 607 |
|
|
2021
Q4 | $389K | Hold |
22,450
| – | – | 0.01% | 658 |
|
|
2021
Q3 | $402K | Buy |
22,450
+950
| +4% | +$17K | 0.02% | 631 |
|
|
2021
Q2 | $528K | Sell |
21,500
-4,000
| -16% | -$98.2K | 0.02% | 549 |
|
|
2021
Q1 | $308K | Buy |
25,500
+1,000
| +4% | +$12.1K | 0.01% | 785 |
|
|
2020
Q4 | $366K | Buy |
24,500
+500
| +2% | +$7.47K | 0.01% | 629 |
|
|
2020
Q3 | $92K | Buy |
24,000
+10,000
| +71% | +$38.3K | ﹤0.01% | 976 |
|
|
2020
Q2 | $71K | Hold |
14,000
| – | – | ﹤0.01% | 1064 |
|
|
2020
Q1 | $40K | Hold |
14,000
| – | – | ﹤0.01% | 1206 |
|
|
2019
Q4 | $35K | Hold |
14,000
| – | – | ﹤0.01% | 1430 |
|
|
2019
Q3 | $46K | Hold |
14,000
| – | – | ﹤0.01% | 1219 |
|
|
2019
Q2 | $47K | Hold |
14,000
| – | – | ﹤0.01% | 1218 |
|
|
2019
Q1 | $42K | Hold |
14,000
| – | – | ﹤0.01% | 1224 |
|
|
2018
Q4 | $21K | Hold |
14,000
| – | – | ﹤0.01% | 1473 |
|
|
2018
Q3 | $38K | Buy |
+14,000
| New | +$38K | ﹤0.01% | 1293 |
|