Aprio Wealth Management’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$247K Buy
2025
Q3
$218K Sell
2025
Q2
$271K Buy
2025
Q1
$271K Hold
2024
Q4
$293K Buy
2024
Q3
$284K Hold
2024
Q2
$217K Sell
2024
Q1
$219K Buy
2023
Q3
Sell
2023
Q2
$206K Buy