Amplius Wealth Advisors’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
Q3
Sell
2025
Q2
$261K Sell
2025
Q1
$273K Sell
2024
Q4
$299K Sell
2024
Q3
$295K Hold
2024
Q2
$226K Sell
2024
Q1
$202K Buy