Annex Advisory Services’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$227K Hold
2025
Q3
$201K Hold
2025
Q2
$245K Hold
2025
Q1
$247K Hold
2024
Q4
$267K Hold
2024
Q3
$260K Sell
2024
Q2
$243K Buy