Axxcess Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Sell |
|
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|
2025
Q1 | $1.1M | Sell |
|
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|
2024
Q4 | $1.23M | Buy |
|
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|
2024
Q3 | $1.14M | Buy |
|
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|
2024
Q2 | $955K | Buy |
|
|||||
|
2024
Q1 | $901K | Sell |
|
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|
2023
Q4 | $1.72M | Buy |
|
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|
2023
Q3 | $1.27M | Buy |
|
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|
2023
Q2 | $947K | Buy |
|
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|
2023
Q1 | $594K | Buy |
|
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|
2022
Q4 | $534K | Buy |
|