Heritage Wealth Management (California)’s Axon Enterprise AXON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
720
+7
| +1% | +$5.8K | 0.4% | 46 |
|
|
2025
Q1 | $375K | Hold |
713
| – | – | 0.28% | 58 |
|
|
2024
Q4 | $424K | Buy |
713
+39
| +6% | +$23.2K | 0.31% | 51 |
|
|
2024
Q3 | $269K | Buy |
+674
| New | +$269K | 0.19% | 63 |
|
|
2024
Q2 | – | Sell |
-674
| Closed | -$211K | – | 84 |
|
|
2024
Q1 | $211K | Buy |
+674
| New | +$211K | 0.16% | 73 |
|