Phillips Wealth Planners’s AXIS Capital AXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
3,822
+20
| +0.5% | +$1.97K | 0.34% | 101 |
|
|
2025
Q1 | $353K | Sell |
3,802
-24
| -0.6% | -$2.23K | 0.37% | 87 |
|
|
2024
Q4 | $327K | Buy |
3,826
+408
| +12% | +$34.9K | 0.33% | 107 |
|
|
2024
Q3 | $279K | Sell |
3,418
-87
| -2% | -$7.1K | 0.27% | 135 |
|
|
2024
Q2 | $246K | Sell |
3,505
-38
| -1% | -$2.67K | 0.26% | 148 |
|
|
2024
Q1 | $217K | Buy |
+3,543
| New | +$217K | 0.25% | 161 |
|
|
2023
Q4 | – | Sell |
-3,617
| Closed | -$208K | – | 157 |
|
|
2023
Q3 | $208K | Buy |
+3,617
| New | +$208K | 0.28% | 138 |
|
|
2023
Q2 | – | Sell |
-3,512
| Closed | -$200K | – | 149 |
|
|
2023
Q1 | $200K | Buy |
+3,512
| New | +$200K | 0.26% | 144 |
|