Axxcess Wealth Management’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$296K Sell
2025
Q1
$349K Buy
2024
Q4
$313K Sell
2024
Q3
$960K Buy
2024
Q2
$581K Buy
2024
Q1
$252K Buy
2023
Q4
$233K Buy
2023
Q2
Sell
2023
Q1
$216K Buy