JP Morgan Private Wealth Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $513K | Buy |
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|
2022
Q4 | $519K | Sell |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $548K | Sell |
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|
2022
Q1 | $727K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $940K | Sell |
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|
2021
Q2 | $870K | Sell |
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|
2021
Q1 | $897K | Sell |
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|
2020
Q4 | $747K | Sell |
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|
2020
Q3 | $606K | Sell |
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|
2020
Q2 | $644K | Sell |
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|
2020
Q1 | $561K | Buy |
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|
2019
Q4 | $936K | Sell |
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|
2019
Q3 | $862K | Buy |
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|
2019
Q2 | $678K | Sell |
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|
2019
Q1 | $728K | Buy |
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|
2018
Q4 | $632K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $949K | Buy |
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|
2017
Q4 | $693K | Buy |
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|
2017
Q3 | $637K | Buy |
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|
2017
Q2 | $502K | Buy |
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|
2017
Q1 | $417K | Buy |
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|
2016
Q4 | $332K | Sell |
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|
2016
Q3 | $326K | Sell |
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|
2016
Q2 | $278K | Sell |
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|
2016
Q1 | $3.8M | Sell |
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|
2015
Q4 | $4.92M | Sell |
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|
2015
Q3 | $10.9M | Buy |
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|
2015
Q2 | $5.22M | Buy |
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|
2015
Q1 | $293K | Buy |
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|
2014
Q4 | $237K | Buy |
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|
2014
Q3 | $219K | Buy |
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