Axxcess Wealth Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
162
-27
| -14% | -$49.4K | 0.01% | 718 |
|
|
2025
Q1 | $349K | Buy |
189
+32
| +20% | +$59K | 0.01% | 639 |
|
|
2024
Q4 | $313K | Sell |
157
-337
| -68% | -$671K | 0.01% | 658 |
|
|
2024
Q3 | $960K | Buy |
494
+104
| +27% | +$202K | 0.02% | 396 |
|
|
2024
Q2 | $581K | Buy |
390
+188
| +93% | +$280K | 0.02% | 496 |
|
|
2024
Q1 | $252K | Buy |
202
+2
| +1% | +$2.5K | 0.01% | 727 |
|
|
2023
Q4 | $233K | Buy |
+200
| New | +$233K | 0.01% | 732 |
|
|
2023
Q2 | – | Sell |
-308
| Closed | -$216K | – | 629 |
|
|
2023
Q1 | $216K | Buy |
+308
| New | +$216K | 0.02% | 566 |
|