Wealth Enhancement Advisory Services
AX icon

Wealth Enhancement Advisory Services’s Axos Financial AX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.4M Buy
39,879
+217
+0.5% +$19.8K 0.01% 1103
2025
Q4 		$3.59M Sell
39,662
-757
-2% -$62.3K ﹤0.01% 1189
2025
Q3 		$3.39M Buy
40,419
+29,833
+282% +$2.6M 0.01% 1155
2025
Q2 		$888K Buy
10,586
+2,569
+32% +$174K ﹤0.01% 1828
2025
Q1 		$517K Buy
8,017
+3,901
+95% +$265K ﹤0.01% 2047
2024
Q4 		$288K Buy
+4,116
New +$300K ﹤0.01% 2420

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