AO
Advisor OS’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
158
-55
| -26% | -$101K | 0.03% | 359 |
|
|
2025
Q1 | $393K | Sell |
213
-17
| -7% | -$31.4K | 0.04% | 268 |
|
|
2024
Q4 | $458K | Sell |
230
-326
| -59% | -$649K | 0.05% | 236 |
|
|
2024
Q3 | $1.08M | Sell |
556
-221
| -28% | -$430K | 0.11% | 143 |
|
|
2024
Q2 | $1.16M | Sell |
777
-17
| -2% | -$25.3K | 0.13% | 138 |
|
|
2024
Q1 | $992K | Buy |
794
+44
| +6% | +$55K | 0.11% | 163 |
|
|
2023
Q4 | $873K | Sell |
750
-40
| -5% | -$46.6K | 0.11% | 160 |
|
|
2023
Q3 | $686K | Sell |
790
-6
| -0.8% | -$5.21K | 0.1% | 169 |
|
|
2023
Q2 | $644K | Sell |
796
-269
| -25% | -$218K | 0.11% | 179 |
|
|
2023
Q1 | $748K | Buy |
1,065
+64
| +6% | +$45K | 0.18% | 135 |
|
|
2022
Q4 | $599K | Buy |
1,001
+53
| +6% | +$31.7K | 0.16% | 139 |
|
|
2022
Q3 | $391K | Buy |
948
+31
| +3% | +$12.8K | 0.12% | 149 |
|
|
2022
Q2 | $368K | Buy |
917
+59
| +7% | +$23.7K | 0.11% | 163 |
|
|
2022
Q1 | $400K | Buy |
858
+204
| +31% | +$95.1K | 0.12% | 160 |
|
|
2021
Q4 | $284K | Sell |
654
-13
| -2% | -$5.65K | 0.06% | 214 |
|
|
2021
Q3 | $265K | Buy |
667
+112
| +20% | +$44.5K | 0.06% | 199 |
|
|
2021
Q2 | $279K | Buy |
+555
| New | +$279K | 0.06% | 198 |
|