Venturi Wealth Management’s Axos Financial AX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$350K	Buy	4,600 +600	+15%	+$45.6K	0.02%	389
2025 Q1	$258K	Buy	4,000 +600	+18%	+$38.7K	0.01%	477
2024 Q4	$237K	Buy	3,400 +400	+13%	+$27.9K	0.01%	501
2024 Q3	$189K	Buy	+3,000	New	+$189K	0.01%	452