Accretive Wealth Partners’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
$2.81M Sell
2025
Q1
$3.2M Sell
2024
Q4
$3.15M Sell
2024
Q3
$3.2M Sell
2024
Q2
$2.55M Sell
2024
Q1
$2.08M Sell
2023
Q4
$2.08M Sell
2023
Q3
$1.64M Sell
2023
Q2
$1.62M Buy
2023
Q1
$1.38M Sell
2022
Q4
$1.19M Buy
2022
Q3
$808K Sell
2022
Q2
$813K Sell
2022
Q1
$997K Buy
2021
Q4
$902K Buy