Integrated Wealth Concepts’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	$4.1M	Buy	39,447 +4,544	+13%	+$472K	0.04%	382
2025 Q1	$3.5M	Sell	34,903 -3,920	-10%	-$393K	0.04%	406
2024 Q4	$3.44M	Buy	38,823 +2,206	+6%	+$195K	0.04%	385
2024 Q3	$2.92M	Buy	+36,617	New	+$2.92M	0.04%	439