Venturi Wealth Management’s AXIS Capital AXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-833
| Closed | -$73.8K | – | 676 |
|
|
2024
Q4 | $73.8K | Buy |
833
+185
| +29% | +$16.4K | ﹤0.01% | 890 |
|
|
2024
Q3 | $51.6K | Buy |
648
+53
| +9% | +$4.22K | ﹤0.01% | 754 |
|
|
2024
Q2 | $42K | Buy |
595
+465
| +358% | +$32.9K | ﹤0.01% | 719 |
|
|
2024
Q1 | $8.45K | Buy |
130
+79
| +155% | +$5.14K | ﹤0.01% | 966 |
|
|
2023
Q4 | $2.82K | Hold |
51
| – | – | ﹤0.01% | 1137 |
|
|
2023
Q3 | $2.88K | Buy |
+51
| New | +$2.88K | ﹤0.01% | 1096 |
|