Axim Planning & Wealth Purchases and Sells in Q3 2024

Axim Planning & Wealth

$88.8 Million
Q3 2024

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HPF	51.7K + 14.05%	$16.15 - $18.66 $835K - $965K	420K $7.84M
NIO	66.3K + 471.92%	$3.67 - $6.68 $243K - $443K	80.4K $536K
QUAL	725 + 34.05%	$162.64 - $179.3 $118K - $130K	2.85K $511K
IVV	134 + 28.76%	$520.18 - $576.82 $69.7K - $77.3K	600 $346K
IVW	587 + 18.65%	$84.77 - $97.13 $49.8K - $57K	3.73K $357K
PG	29 + 0.44%	$160.76 - $177.82 $4.66K - $5.16K	6.67K $1.15M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	1.31K New	$191.76 - $263.26 $251K - $345K	1.31K $343K
QQQ	512 New	$434.77 - $502.96 $223K - $258K	512 $249K
MO	4.2K New	$45.95 - $54.71 $193K - $230K	4.2K $214K
EFG	1.94K New	$96.84 - $108.77 $188K - $211K	1.94K $209K
EFV	3.64K New	$51.72 - $57.96 $188K - $211K	3.64K $209K
IVE	1.03K New	$181.06 - $197.17 $186K - $202K	1.03K $202K

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CCL	-8.76K - 3.29%	$14.01 - $19.18 $123K - $168K	257K $4.76M
MSFT	-13 - 0.51%	$395.15 - $467.56 $5.14K - $6.08K	2.56K $1.1M
SOFI	-3.84K - 10.45%	$6.32 - $8.19 $24.3K - $31.4K	32.9K $258K
META	-7 - 1.74%	$453.41 - $572.44 $3.17K - $4.01K	396 $226K
SBUX	-174 - 4.96%	$72.51 - $98.6 $12.6K - $17.2K	3.34K $325K
EH	-88.9K - 1.89%	$11.59 - $15.78 $1.03M - $1.4M	4.6M $65.1M

Activity Summary All Purchases 22 New Holdings 9 Increased Positions 13 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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