Axxcess Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Sell |
1,906
-509
| -21% | -$228K | 0.02% | 469 |
|
|
2025
Q1 | $1.1M | Sell |
2,415
-144
| -6% | -$65.5K | 0.03% | 369 |
|
|
2024
Q4 | $1.23M | Buy |
2,559
+82
| +3% | +$39.4K | 0.03% | 366 |
|
|
2024
Q3 | $1.14M | Buy |
2,477
+139
| +6% | +$63.9K | 0.03% | 370 |
|
|
2024
Q2 | $955K | Buy |
2,338
+356
| +18% | +$145K | 0.03% | 384 |
|
|
2024
Q1 | $901K | Sell |
1,982
-1,616
| -45% | -$734K | 0.02% | 397 |
|
|
2023
Q4 | $1.72M | Buy |
3,598
+700
| +24% | +$334K | 0.05% | 267 |
|
|
2023
Q3 | $1.27M | Buy |
2,898
+535
| +23% | +$234K | 0.04% | 273 |
|
|
2023
Q2 | $947K | Buy |
2,363
+931
| +65% | +$373K | 0.07% | 241 |
|
|
2023
Q1 | $594K | Buy |
1,432
+101
| +8% | +$41.9K | 0.05% | 339 |
|
|
2022
Q4 | $534K | Buy |
+1,331
| New | +$534K | 0.04% | 347 |
|