Geneos Wealth Management’s AXIS Capital AXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.3K | Sell |
773
-757
| -49% | -$78.6K | ﹤0.01% | 1337 |
|
|
2025
Q1 | $153K | Buy |
1,530
+773
| +102% | +$77.5K | ﹤0.01% | 1344 |
|
|
2024
Q4 | $67.1K | Hold |
757
| – | – | ﹤0.01% | 1201 |
|
|
2024
Q3 | $60.3K | Buy |
757
+8
| +1% | +$637 | ﹤0.01% | 1133 |
|
|
2024
Q2 | $52.9K | Hold |
749
| – | – | ﹤0.01% | 1051 |
|
|
2024
Q1 | $48.7K | Sell |
749
-136
| -15% | -$8.84K | ﹤0.01% | 1074 |
|
|
2023
Q4 | $49K | Hold |
885
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q3 | $49.9K | Hold |
885
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q2 | $47.6K | Hold |
885
| – | – | ﹤0.01% | 1092 |
|
|
2023
Q1 | $48.3K | Sell |
885
-200
| -18% | -$10.9K | ﹤0.01% | 1093 |
|
|
2022
Q4 | $58.8K | Hold |
1,085
| – | – | ﹤0.01% | 996 |
|
|
2022
Q3 | $53K | Sell |
1,085
-1,032
| -49% | -$50.4K | ﹤0.01% | 1006 |
|
|
2022
Q2 | $122K | Sell |
2,117
-500
| -19% | -$28.8K | 0.01% | 935 |
|
|
2022
Q1 | $158K | Buy |
2,617
+1
| +0% | +$60 | 0.01% | 898 |
|
|
2021
Q4 | $142K | Sell |
2,616
-249
| -9% | -$13.5K | 0.01% | 1034 |
|
|
2021
Q3 | $131K | Sell |
2,865
-254
| -8% | -$11.6K | 0.01% | 1051 |
|
|
2021
Q2 | $153K | Buy |
3,119
+360
| +13% | +$17.7K | 0.01% | 971 |
|
|
2021
Q1 | $154K | Hold |
2,759
| – | – | ﹤0.01% | 1089 |
|
|
2020
Q4 | $138K | Sell |
2,759
-369
| -12% | -$18.5K | 0.01% | 995 |
|
|
2020
Q3 | $134K | Sell |
3,128
-219
| -7% | -$9.38K | 0.01% | 822 |
|
|
2020
Q2 | $132K | Hold |
3,347
| – | – | 0.01% | 797 |
|
|
2020
Q1 | $128K | Buy |
3,347
+1
| +0% | +$38 | 0.01% | 755 |
|
|
2019
Q4 | $199K | Hold |
3,346
| – | – | 0.01% | 700 |
|
|
2019
Q3 | $224K | Sell |
3,346
-299
| -8% | -$20K | 0.01% | 619 |
|
|
2019
Q2 | $217K | Sell |
3,645
-300
| -8% | -$17.9K | 0.01% | 643 |
|
|
2019
Q1 | $216K | Hold |
3,945
| – | – | 0.01% | 617 |
|
|
2018
Q4 | $201K | Buy |
3,945
+60
| +2% | +$3.06K | 0.01% | 602 |
|
|
2018
Q3 | $224K | Buy |
3,885
+2,785
| +253% | +$161K | 0.01% | 599 |
|
|
2018
Q2 | $61K | Hold |
1,100
| – | – | ﹤0.01% | 959 |
|
|
2018
Q1 | $63K | Buy |
1,100
+380
| +53% | +$21.8K | 0.01% | 911 |
|
|
2017
Q4 | $36K | Hold |
720
| – | – | ﹤0.01% | 1144 |
|
|
2017
Q3 | $41K | Buy |
720
+300
| +71% | +$17.1K | ﹤0.01% | 1039 |
|
|
2017
Q2 | $27K | Hold |
420
| – | – | ﹤0.01% | 1152 |
|
|
2017
Q1 | $28K | Buy |
420
+100
| +31% | +$6.67K | ﹤0.01% | 1108 |
|
|
2016
Q4 | $20K | Hold |
320
| – | – | ﹤0.01% | 1177 |
|
|
2016
Q3 | $17K | Buy |
+320
| New | +$17K | ﹤0.01% | 1179 |
|