AWP
Accretive Wealth Partners’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
1,537
-14
| -0.9% | -$25.6K | 0.92% | 32 |
|
|
2025
Q1 | $3.2M | Sell |
1,551
-29
| -2% | -$59.8K | 1.13% | 18 |
|
|
2024
Q4 | $3.15M | Sell |
1,580
-68
| -4% | -$135K | 1.34% | 15 |
|
|
2024
Q3 | $3.2M | Sell |
1,648
-62
| -4% | -$120K | 1.34% | 13 |
|
|
2024
Q2 | $2.55M | Sell |
1,710
-31
| -2% | -$46.1K | 1.07% | 20 |
|
|
2024
Q1 | $2.08M | Sell |
1,741
-47
| -3% | -$56.1K | 0.92% | 31 |
|
|
2023
Q4 | $2.08M | Sell |
1,788
-104
| -5% | -$121K | 1% | 27 |
|
|
2023
Q3 | $1.64M | Sell |
1,892
-109
| -5% | -$94.7K | 0.98% | 25 |
|
|
2023
Q2 | $1.62M | Buy |
2,001
+33
| +2% | +$26.7K | 0.96% | 27 |
|
|
2023
Q1 | $1.38M | Sell |
1,968
-24
| -1% | -$16.9K | 0.88% | 34 |
|
|
2022
Q4 | $1.19M | Buy |
1,992
+30
| +2% | +$18K | 0.82% | 42 |
|
|
2022
Q3 | $808K | Sell |
1,962
-67
| -3% | -$27.6K | 0.62% | 51 |
|
|
2022
Q2 | $813K | Sell |
2,029
-108
| -5% | -$43.3K | 0.59% | 54 |
|
|
2022
Q1 | $997K | Buy |
2,137
+58
| +3% | +$27.1K | 0.63% | 52 |
|
|
2021
Q4 | $902K | Buy |
+2,079
| New | +$902K | 0.57% | 69 |
|