OneDigital Investment Advisors’s Axsome Therapeutics AXSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
9,309
+1,069
| +13% | +$112K | 0.01% | 647 |
|
|
2025
Q1 | $961K | Sell |
8,240
-288
| -3% | -$33.6K | 0.01% | 621 |
|
|
2024
Q4 | $722K | Sell |
8,528
-207
| -2% | -$17.5K | 0.01% | 749 |
|
|
2024
Q3 | $785K | Sell |
8,735
-84
| -1% | -$7.55K | 0.01% | 747 |
|
|
2024
Q2 | $710K | Buy |
8,819
+722
| +9% | +$58.1K | 0.01% | 751 |
|
|
2024
Q1 | $646K | Buy |
8,097
+325
| +4% | +$25.9K | 0.01% | 642 |
|
|
2023
Q4 | $619K | Sell |
7,772
-140
| -2% | -$11.1K | 0.01% | 639 |
|
|
2023
Q3 | $553K | Sell |
7,912
-1,828
| -19% | -$128K | 0.01% | 602 |
|
|
2023
Q2 | $700K | Buy |
9,740
+35
| +0.4% | +$2.52K | 0.02% | 514 |
|
|
2023
Q1 | $599K | Buy |
9,705
+1,621
| +20% | +$100K | 0.01% | 551 |
|
|
2022
Q4 | $624K | Sell |
8,084
-1,427
| -15% | -$110K | 0.02% | 464 |
|
|
2022
Q3 | $424K | Buy |
9,511
+31
| +0.3% | +$1.38K | 0.02% | 509 |
|
|
2022
Q2 | $363K | Sell |
9,480
-7
| -0.1% | -$268 | 0.02% | 509 |
|
|
2022
Q1 | $393K | Sell |
9,487
-230
| -2% | -$9.53K | 0.01% | 507 |
|
|
2021
Q4 | $367K | Sell |
9,717
-220
| -2% | -$8.31K | 0.01% | 526 |
|
|
2021
Q3 | $328K | Buy |
9,937
+3,073
| +45% | +$101K | 0.01% | 543 |
|
|
2021
Q2 | $463K | Buy |
6,864
+723
| +12% | +$48.8K | 0.02% | 423 |
|
|
2021
Q1 | $348K | Buy |
6,141
+364
| +6% | +$20.6K | 0.02% | 466 |
|
|
2020
Q4 | $471K | Buy |
5,777
+1,724
| +43% | +$141K | 0.02% | 364 |
|
|
2020
Q3 | $289K | Buy |
+4,053
| New | +$289K | 0.02% | 438 |
|
|
2019
Q3 | – | Sell |
-150
| Closed | -$4K | – | 567 |
|
|
2019
Q2 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 1050 |
|