WealthPLAN Partners’s Axon Enterprise AXON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-157
| Closed | -$30.6K | – | 368 |
|
|
2023
Q2 | $30.6K | Hold |
157
| – | – | ﹤0.01% | 600 |
|
|
2023
Q1 | $35.3K | Buy |
+157
| New | +$35.3K | ﹤0.01% | 620 |
|
|
2021
Q4 | – | Sell |
-14,157
| Closed | -$2.18M | – | 381 |
|
|
2021
Q3 | $2.18M | Buy |
14,157
+57
| +0.4% | +$8.77K | 0.14% | 114 |
|
|
2021
Q2 | $2.6M | Hold |
14,100
| – | – | 0.18% | 94 |
|
|
2021
Q1 | $2.01M | Buy |
14,100
+100
| +0.7% | +$14.2K | 0.16% | 100 |
|
|
2020
Q4 | $2.46M | Sell |
14,000
-21,000
| -60% | -$3.68M | 0.21% | 85 |
|
|
2020
Q3 | $4.14M | Hold |
35,000
| – | – | 0.4% | 70 |
|
|
2020
Q2 | $2.81M | Hold |
35,000
| – | – | 0.29% | 78 |
|
|
2020
Q1 | $2.65M | Buy |
35,000
+25,000
| +250% | +$1.89M | 0.34% | 71 |
|
|
2019
Q4 | $880K | Hold |
10,000
| – | – | 0.1% | 116 |
|
|
2019
Q3 | $647K | Hold |
10,000
| – | – | 0.09% | 134 |
|
|
2019
Q2 | $588K | Hold |
10,000
| – | – | 0.09% | 137 |
|
|
2019
Q1 | $654K | Hold |
10,000
| – | – | 0.1% | 131 |
|
|
2018
Q4 | $554K | Hold |
10,000
| – | – | 0.09% | 141 |
|
|
2018
Q3 | $452K | Hold |
10,000
| – | – | 0.08% | 155 |
|
|
2018
Q2 | $632K | Hold |
10,000
| – | – | 0.13% | 126 |
|
|
2018
Q1 | $393K | Hold |
10,000
| – | – | 0.09% | 163 |
|
|
2017
Q4 | $265K | Hold |
10,000
| – | – | 0.07% | 169 |
|
|
2017
Q3 | $227K | Hold |
10,000
| – | – | 0.06% | 169 |
|
|
2017
Q2 | $251K | Buy |
+10,000
| New | +$251K | 0.07% | 150 |
|
|
2016
Q3 | $61.9K | Buy |
2,610
+110
| +4% | +$2.61K | 0.02% | 301 |
|
|
2016
Q2 | $62.2K | Buy |
+2,500
| New | +$62.2K | 0.01% | 810 |
|
|
2015
Q4 | $43.2K | Buy |
+2,500
| New | +$43.2K | 0.01% | 668 |
|