Aprio Wealth Management’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
148
+1
| +0.7% | +$1.83K | 0.03% | 320 |
|
|
2025
Q1 | $271K | Hold |
147
| – | – | 0.03% | 287 |
|
|
2024
Q4 | $293K | Buy |
147
+1
| +0.7% | +$1.99K | 0.04% | 222 |
|
|
2024
Q3 | $284K | Hold |
146
| – | – | 0.05% | 206 |
|
|
2024
Q2 | $217K | Sell |
146
-29
| -17% | -$43.2K | 0.04% | 231 |
|
|
2024
Q1 | $219K | Buy |
+175
| New | +$219K | 0.04% | 201 |
|
|
2023
Q3 | – | Sell |
-255
| Closed | -$206K | – | 185 |
|
|
2023
Q2 | $206K | Buy |
+255
| New | +$206K | 0.06% | 145 |
|