World Investment Advisors’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	$299K	Buy	3,936 +115	+3%	+$8.75K	0.01%	907
2025 Q1	$247K	Hold	3,821	–	–	0.01%	936
2024 Q4	$267K	Buy	3,821 +300	+9%	+$21K	0.01%	865
2024 Q3	$221K	Buy	+3,521	New	+$221K	0.01%	831