Wells Fargo’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.99M | Sell |
35,155
-39,793
| -53% | -$3.63M | ﹤0.01% | 2975 |
|
|
2025
Q4 | $6.46M | Buy |
74,948
+22,740
| +44% | +$1.87M | ﹤0.01% | 2428 |
|
|
2025
Q3 | $4.42M | Buy |
52,208
+6,805
| +15% | +$593K | ﹤0.01% | 2686 |
|
|
2025
Q2 | $3.45M | Buy |
45,403
+2,581
| +6% | +$174K | ﹤0.01% | 2754 |
|
|
2025
Q1 | $2.76M | Sell |
42,822
-28,094
| -40% | -$1.91M | ﹤0.01% | 2903 |
|
|
2024
Q4 | $4.95M | Buy |
70,916
+9,082
| +15% | +$663K | ﹤0.01% | 2452 |
|
|
2024
Q3 | $3.89M | Buy |
61,834
+21,174
| +52% | +$1.39M | ﹤0.01% | 2552 |
|
|
2024
Q2 | $2.32M | Buy |
40,660
+5,791
| +17% | +$315K | ﹤0.01% | 2860 |
|
|
2024
Q1 | $1.88M | Buy |
34,869
+15,027
| +76% | +$791K | ﹤0.01% | 3017 |
|
|
2023
Q4 | $1.08M | Buy |
19,842
+3,621
| +22% | +$151K | ﹤0.01% | 3387 |
|
|
2023
Q3 | $614K | Sell |
16,221
-11,327
| -41% | -$479K | ﹤0.01% | 3633 |
|
|
2023
Q2 | $1.09M | Buy |
27,548
+8,049
| +41% | +$312K | ﹤0.01% | 3413 |
|
|
2023
Q1 | $720K | Buy |
19,499
+15,522
| +390% | +$670K | ﹤0.01% | 3604 |
|
|
2022
Q4 | $152K | Sell |
3,977
-1,866
| -32% | -$71.1K | ﹤0.01% | 4325 |
|
|
2022
Q3 | $200K | Sell |
5,843
-412
| -7% | -$16.7K | ﹤0.01% | 4241 |
|
|
2022
Q2 | $224K | Sell |
6,255
-27,751
| -82% | -$1.07M | ﹤0.01% | 4210 |
|
|
2022
Q1 | $1.58M | Sell |
34,006
-22,130
| -39% | -$1.17M | ﹤0.01% | 3504 |
|
|
2021
Q4 | $3.14M | Sell |
56,136
-153,406
| -73% | -$8.58M | ﹤0.01% | 3046 |
|
|
2021
Q3 | $10.8M | Sell |
209,542
-22,064
| -10% | -$1.05M | ﹤0.01% | 2144 |
|
|
2021
Q2 | $10.7M | Sell |
231,606
-51,284
| -18% | -$2.4M | ﹤0.01% | 2175 |
|
|
2021
Q1 | $13.3M | Sell |
282,890
-93,823
| -25% | -$4.23M | ﹤0.01% | 1972 |
|
|
2020
Q4 | $14.1M | Sell |
376,713
-13,140
| -3% | -$415K | ﹤0.01% | 1812 |
|
|
2020
Q3 | $9.09M | Buy |
389,853
+5,134
| +1% | +$117K | ﹤0.01% | 1956 |
|
|
2020
Q2 | $8.49M | Buy |
384,719
+207,434
| +117% | +$4.22M | ﹤0.01% | 1993 |
|
|
2020
Q1 | $3.21M | Buy |
177,285
+63,097
| +55% | +$1.59M | ﹤0.01% | 2606 |
|
|
2019
Q4 | $3.46M | Buy |
114,188
+522
| +0.5% | +$15.3K | ﹤0.01% | 2885 |
|
|
2019
Q3 | $3.14M | Buy |
113,666
+3,556
| +3% | +$95.7K | ﹤0.01% | 2943 |
|
|
2019
Q2 | $3M | Sell |
110,110
-95,196
| -46% | -$2.8M | ﹤0.01% | 2996 |
|
|
2019
Q1 | $5.95M | Buy |
205,306
+52,261
| +34% | +$1.57M | ﹤0.01% | 2391 |
|
|
2018
Q4 | $3.85M | Sell |
153,045
-12,201
| -7% | -$368K | ﹤0.01% | 2692 |
|
|
2018
Q3 | $5.68M | Buy |
165,246
+6,400
| +4% | +$246K | ﹤0.01% | 2547 |
|
|
2018
Q2 | $6.5M | Sell |
158,846
-28,931
| -15% | -$1.2M | ﹤0.01% | 2445 |
|
|
2018
Q1 | $7.61M | Buy |
187,777
+64,454
| +52% | +$2.35M | ﹤0.01% | 2249 |
|
|
2017
Q4 | $3.69M | Buy |
123,323
+12,738
| +12% | +$346K | ﹤0.01% | 2861 |
|
|
2017
Q3 | $3.15M | Buy |
110,585
+14,118
| +15% | +$369K | ﹤0.01% | 2913 |
|
|
2017
Q2 | $2.29M | Buy |
96,467
+328
| +0.3% | +$7.76K | ﹤0.01% | 3111 |
|
|
2017
Q1 | $2.51M | Sell |
96,139
-16,874
| -15% | -$488K | ﹤0.01% | 3012 |
|
|
2016
Q4 | $3.23M | Sell |
113,013
-627
| -0.6% | -$14.9K | ﹤0.01% | 2756 |
|
|
2016
Q3 | $2.54M | Sell |
113,640
-55,744
| -33% | -$1.08M | ﹤0.01% | 2776 |
|
|
2016
Q2 | $3M | Sell |
169,384
-135,374
| -44% | -$2.54M | ﹤0.01% | 2683 |
|
|
2016
Q1 | $6.5M | Sell |
304,758
-9,656
| -3% | -$175K | ﹤0.01% | 2112 |
|
|
2015
Q4 | $6.62M | Buy |
314,414
+97,006
| +45% | +$2.28M | ﹤0.01% | 2151 |
|
|
2015
Q3 | $7M | Sell |
217,408
-53,324
| -20% | -$1.59M | ﹤0.01% | 2068 |
|
|
2015
Q2 | $7.15M | Buy |
270,732
+223,920
| +478% | +$5.32M | ﹤0.01% | 2161 |
|
|
2015
Q1 | $1.09M | Buy |
46,812
+39,508
| +541% | +$868K | ﹤0.01% | 3483 |
|
|
2014
Q4 | $142K | Sell |
7,304
-11,420
| -61% | -$214K | ﹤0.01% | 4593 |
|
|
2014
Q3 | $340K | Buy |
18,724
+10,068
| +116% | +$190K | ﹤0.01% | 4104 |
|
|
2014
Q2 | $159K | Buy |
8,656
+1,708
| +25% | +$33.6K | ﹤0.01% | 4472 |
|
|
2014
Q1 | $149K | Sell |
6,948
-1,796
| -21% | -$38.6K | ﹤0.01% | 4471 |
|
|
2013
Q4 | $171K | Sell |
8,744
-57,252
| -87% | -$1.03M | ﹤0.01% | 4307 |
|
|
2013
Q3 | $1.07M | Buy |
65,996
+41,364
| +168% | +$616K | ﹤0.01% | 3315 |
|
|
2013
Q2 | $282K | Buy |
+24,632
| New | +$256K | ﹤0.01% | 3971 |
|
Other funds holding AX
VPM
VCM
DAM
