AWA
Amplius Wealth Advisors’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
143
-5
| -3% | -$9.14K | 0.02% | 172 |
|
|
2025
Q1 | $273K | Sell |
148
-2
| -1% | -$3.69K | 0.03% | 146 |
|
|
2024
Q4 | $299K | Sell |
150
-2
| -1% | -$3.98K | 0.03% | 136 |
|
|
2024
Q3 | $295K | Hold |
152
| – | – | 0.03% | 134 |
|
|
2024
Q2 | $226K | Sell |
152
-10
| -6% | -$14.9K | 0.03% | 154 |
|
|
2024
Q1 | $202K | Buy |
+162
| New | +$202K | 0.02% | 172 |
|