Axim Planning & Wealth Purchases and Sells in Q4 2024

Axim Planning & Wealth

$93.9 Million
Q4 2024

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	1.37K + 48.11%	$176.42 - $186.91 $242K - $257K	4.23K $752K
IVE	869 + 84.62%	$189.5 - $206.17 $165K - $179K	1.9K $361K
DYNF	1.91K + 36.58%	$49.03 - $53.35 $93.8K - $102K	7.14K $366K
IVW	771 + 20.65%	$94.43 - $105.47 $72.8K - $81.3K	4.51K $457K
EFG	983 + 50.59%	$96.83 - $106.88 $95.2K - $105K	2.93K $283K
JPM	5 + 0.26%	$205.18 - $250.29 $1.03K - $1.25K	1.95K $466K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CLF	203K New	$9.24 - $13.94 $1.88M - $2.83M	203K $1.91M
VBK	1.08K New	$264.18 - $304.19 $285K - $328K	1.08K $302K
VBR	1.5K New	$197.36 - $217.3 $296K - $326K	1.5K $296K
VTV	1.6K New	$168.32 - $181.87 $270K - $291K	1.6K $271K
VEA	4.93K New	$47.57 - $52.44 $235K - $259K	4.93K $235K
CSCO	3.41K New	$52.45 - $60.02 $179K - $205K	3.41K $201K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CCL	-232K - 90.29%	$17.34 - $26.8 $4.03M - $6.23M	25K $623K
HPF	-8.72K - 2.07%	$16.2 - $18.98 $141K - $165K	411K $6.81M
NIO	-14.6K - 18.2%	$4.31 - $7.21 $63.1K - $105K	65.8K $286K
BOND	-1.4K - 37.58%	$90.42 - $94.5 $127K - $132K	2.33K $210K
SBUX	-1.03K - 30.97%	$87.44 - $102.5 $90.3K - $106K	2.3K $209K
PG	-87 - 1.3%	$161.05 - $179.7 $14K - $15.6K	6.58K $1.1M

Activity Summary All Purchases 20 New Holdings 7 Increased Positions 13 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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