Summit Trail Advisors’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 | $583K | Buy |
5,586
+750
| +16% | +$78.3K | 0.01% | 669 |
|
2025
Q1 | $487K | Buy |
4,836
+1,467
| +44% | +$148K | 0.02% | 257 |
|
2024
Q4 | $300K | Buy |
+3,369
| New | +$300K | 0.01% | 292 |
|
2018
Q2 | – | Sell |
-4,175
| Closed | -$237K | – | 500 |
|
2018
Q1 | $237K | Buy |
4,175
+4,075
| +4,075% | +$231K | 0.04% | 332 |
|
2017
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1398 |
|