Phillips Wealth Planners’s AXIS Capital AXS Stock Holding History

Phillips Wealth Planners’s Portfolio AXS Stock Details AXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$355K	Sell
2025 Q2	$376K	Buy
2025 Q1	$353K	Sell
2024 Q4	$327K	Buy
2024 Q3	$279K	Sell
2024 Q2	$246K	Sell
2024 Q1	$217K	Buy
2023 Q4	–	Sell
2023 Q3	$208K	Buy
2023 Q2	–	Sell
2023 Q1	$200K	Buy