Fundx shares owned by AIMZ Investment Advisors
Quarter-by-quarter ownership of Fundx (XCOR) shares owned by AIMZ Investment Advisors
from 13F filings
Historical chart of AIMZ Investment Advisors investment in Fundx
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All positions including Fundx held by AIMZ Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fundx by AIMZ Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 3.3k | 78.28 |
| 2025-06-30 | $239k | 3.3k | 73.17 |
| 2025-03-31 | $213k | 3.3k | 65.42 |
| 2024-12-31 | $234k | 3.3k | 71.71 |
| 2024-09-30 | $221k | 3.3k | 67.93 |
| 2024-03-31 | $200k | 3.3k | 61.47 |