J.P. Morgan Private Wealth Advisors’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $306K | Sell |
8,089
-1,736
| -18% | -$65.7K | ﹤0.01% | 1468 |
|
|
2023
Q2 | $387K | Sell |
9,825
-4,068
| -29% | -$160K | ﹤0.01% | 1133 |
|
|
2023
Q1 | $513K | Buy |
13,893
+306
| +2% | +$11.3K | ﹤0.01% | 1469 |
|
|
2022
Q4 | $519K | Sell |
13,587
-896
| -6% | -$34.2K | ﹤0.01% | 1462 |
|
|
2022
Q3 | $496K | Sell |
14,483
-812
| -5% | -$27.8K | ﹤0.01% | 1456 |
|
|
2022
Q2 | $548K | Sell |
15,295
-379
| -2% | -$13.6K | ﹤0.01% | 1424 |
|
|
2022
Q1 | $727K | Sell |
15,674
-3,247
| -17% | -$151K | ﹤0.01% | 1359 |
|
|
2021
Q4 | $1.06M | Buy |
18,921
+680
| +4% | +$38K | ﹤0.01% | 1212 |
|
|
2021
Q3 | $940K | Sell |
18,241
-510
| -3% | -$26.3K | ﹤0.01% | 1243 |
|
|
2021
Q2 | $870K | Sell |
18,751
-327
| -2% | -$15.2K | ﹤0.01% | 1258 |
|
|
2021
Q1 | $897K | Sell |
19,078
-831
| -4% | -$39.1K | ﹤0.01% | 1091 |
|
|
2020
Q4 | $747K | Sell |
19,909
-6,100
| -23% | -$229K | ﹤0.01% | 1118 |
|
|
2020
Q3 | $606K | Sell |
26,009
-3,158
| -11% | -$73.6K | ﹤0.01% | 1081 |
|
|
2020
Q2 | $644K | Sell |
29,167
-1,786
| -6% | -$39.4K | ﹤0.01% | 976 |
|
|
2020
Q1 | $561K | Buy |
30,953
+27
| +0.1% | +$489 | ﹤0.01% | 896 |
|
|
2019
Q4 | $936K | Sell |
30,926
-246
| -0.8% | -$7.45K | ﹤0.01% | 817 |
|
|
2019
Q3 | $862K | Buy |
31,172
+6,293
| +25% | +$174K | ﹤0.01% | 807 |
|
|
2019
Q2 | $678K | Sell |
24,879
-269
| -1% | -$7.33K | ﹤0.01% | 882 |
|
|
2019
Q1 | $728K | Buy |
25,148
+49
| +0.2% | +$1.42K | ﹤0.01% | 888 |
|
|
2018
Q4 | $632K | Buy |
+25,099
| New | +$632K | ﹤0.01% | 882 |
|
|
2018
Q3 | – | Sell |
-25,515
| Closed | -$1.04M | – | 1566 |
|
|
2018
Q2 | $1.04M | Buy |
25,515
+2,091
| +9% | +$85.6K | 0.01% | 757 |
|
|
2018
Q1 | $949K | Buy |
23,424
+258
| +1% | +$10.5K | 0.01% | 660 |
|
|
2017
Q4 | $693K | Buy |
23,166
+809
| +4% | +$24.2K | ﹤0.01% | 766 |
|
|
2017
Q3 | $637K | Buy |
22,357
+1,207
| +6% | +$34.4K | ﹤0.01% | 763 |
|
|
2017
Q2 | $502K | Buy |
21,150
+5,184
| +32% | +$123K | ﹤0.01% | 838 |
|
|
2017
Q1 | $417K | Buy |
15,966
+4,346
| +37% | +$114K | ﹤0.01% | 933 |
|
|
2016
Q4 | $332K | Sell |
11,620
-2,929
| -20% | -$83.7K | ﹤0.01% | 961 |
|
|
2016
Q3 | $326K | Sell |
14,549
-1,122
| -7% | -$25.1K | ﹤0.01% | 955 |
|
|
2016
Q2 | $278K | Sell |
15,671
-162,486
| -91% | -$2.88M | ﹤0.01% | 1013 |
|
|
2016
Q1 | $3.8M | Sell |
178,157
-55,663
| -24% | -$1.19M | 0.04% | 291 |
|
|
2015
Q4 | $4.92M | Sell |
233,820
-103,732
| -31% | -$2.18M | 0.05% | 236 |
|
|
2015
Q3 | $10.9M | Buy |
337,552
+140,128
| +71% | +$4.51M | 0.14% | 155 |
|
|
2015
Q2 | $5.22M | Buy |
197,424
+184,828
| +1,467% | +$4.88M | 0.06% | 240 |
|
|
2015
Q1 | $293K | Buy |
12,596
+412
| +3% | +$9.58K | ﹤0.01% | 897 |
|
|
2014
Q4 | $237K | Buy |
12,184
+124
| +1% | +$2.41K | ﹤0.01% | 947 |
|
|
2014
Q3 | $219K | Buy |
+12,060
| New | +$219K | ﹤0.01% | 951 |
|