Advisor OS’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 | $289K | Sell |
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|
2025
Q1 | $393K | Sell |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $992K | Buy |
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|
2023
Q4 | $873K | Sell |
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|
2023
Q3 | $686K | Sell |
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|
2023
Q2 | $644K | Sell |
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|
2023
Q1 | $748K | Buy |
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|
2022
Q4 | $599K | Buy |
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | $284K | Sell |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $279K | Buy |
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