MWM
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Moran Wealth Management’s Axos Financial AX Stock Holding History

Moran Wealth Management’s Portfolio AX Stock Details AX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,195
Closed -$400K – 471
2025
Q1 		$400K Buy
6,195
+649
+12% +$41.9K 0.01% 391
2024
Q4 		$387K Buy
+5,546
New +$387K 0.01% 382