MWPCG
Measured Wealth Private Client Group’s AXIS Capital AXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
4,710
-5
| -0.1% | -$519 | 0.15% | 102 |
|
|
2025
Q1 | $473K | Buy |
4,715
+92
| +2% | +$9.22K | 0.15% | 96 |
|
|
2024
Q4 | $410K | Sell |
4,623
-348
| -7% | -$30.8K | 0.13% | 102 |
|
|
2024
Q3 | $396K | Buy |
4,971
+180
| +4% | +$14.3K | 0.13% | 103 |
|
|
2024
Q2 | $338K | Buy |
4,791
+272
| +6% | +$19.2K | 0.12% | 136 |
|
|
2024
Q1 | $294K | Buy |
4,519
+337
| +8% | +$21.9K | 0.1% | 151 |
|
|
2023
Q4 | $232K | Buy |
+4,182
| New | +$232K | 0.09% | 165 |
|
|
2023
Q2 | – | Sell |
-5,429
| Closed | -$296K | – | 180 |
|
|
2023
Q1 | $296K | Buy |
5,429
+90
| +2% | +$4.91K | 0.11% | 136 |
|
|
2022
Q4 | $289K | Buy |
5,339
+487
| +10% | +$26.4K | 0.12% | 123 |
|
|
2022
Q3 | $238K | Buy |
+4,852
| New | +$238K | 0.11% | 124 |
|