Axiom Financial Strategies, LLC Closed Holding Positions

Axiom Financial Strategies, LLC

  • $157 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JNJ
Johnson & Johnson

Healthcare
Q1 2023 Filed on May 18, 2023
1,175
$151.05 - $180.26 $177K - $212K
WSBC
Wesbanco Inc

Financial Services
Q1 2023 Filed on May 18, 2023
27,027
$30.41 - $38.48 $822K - $1.04M
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 10, 2022
5,944
$36.97 - $49.2 $220K - $292K
TXN
Texas Instruments Inc

Technology
Q2 2022 Filed on Aug 10, 2022
1,225
$150.2 - $182.71 $184K - $224K
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on Aug 10, 2022
852
$221.47 - $269.82 $189K - $230K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2022 Filed on May 02, 2022
4,381
$49.63 - $63.66 $217K - $279K
CSCO
Cisco Systems, Inc.

Technology
Q1 2022 Filed on May 02, 2022
3,771
$53.18 - $63.16 $201K - $238K
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on May 02, 2022
5,082
$45.75 - $56.69 $233K - $288K
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2022 Filed on May 02, 2022
892
N/A
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2022 Filed on May 02, 2022
116,429
N/A
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
584
$299.33 - $412.84 $175K - $241K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on May 02, 2022
117,062
N/A
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on May 02, 2022
4,389
$44.97 - $51.68 $197K - $227K
AXP
American Express CO

Financial Services
Q4 2021 Filed on Feb 04, 2022
1,898
$150.06 - $187.08 $285K - $355K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2021 Filed on Feb 04, 2022
149,185
$19.31 - $21.84 $2.88M - $3.26M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 03, 2021
1,036
$145.08 - $221.87 $150K - $230K
AN
Autonation, Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
9,900
$68.09 - $94.81 $674K - $939K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
7,944
$40.38 - $55.05 $321K - $437K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2021 Filed on May 13, 2021
3,400
$74.44 - $84.52 $253K - $287K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2021 Filed on May 13, 2021
2,155
$339.03 - $365.24 $731K - $787K
RTX
Raytheon Technologies Corp

Industrials
Q1 2021 Filed on May 13, 2021
3,848
$65.5 - $79.57 $252K - $306K
MET
Metlife Inc

Financial Services
Q1 2021 Filed on May 13, 2021
5,675
$46.08 - $61.76 $262K - $350K
AZTA
Azenta, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
5,000
$66.32 - $90.93 $332K - $455K
KGC
Kinross Gold Corp

Basic Materials
Q1 2021 Filed on May 13, 2021
15,000
$6.19 - $8.01 $92.9K - $120K
PBRA
Petroleo Bras Ads (Ea Reptg 2
Q1 2021 Filed on May 13, 2021
10,000
N/A
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2020 Filed on Nov 23, 2020
1,234
$246.15 - $323.2 $304K - $399K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2020 Filed on Nov 23, 2020
2,031
N/A
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2020 Filed on Nov 23, 2020
1,300
$243.09 - $355.21 $316K - $462K
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