Annex Advisory Services’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Hold
134
0.01% 280
2025
Q1
$247K Hold
134
0.01% 266
2024
Q4
$267K Hold
134
0.01% 265
2024
Q3
$260K Sell
134
-29
-18% -$56.4K 0.01% 243
2024
Q2
$243K Buy
+163
New +$243K 0.01% 245