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
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