Arete Wealth Advisors’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
$378K Buy
207
+51
+33% +$93.1K 0.03% 498
2025
Q1
$288K Sell
156
-16
-9% -$29.5K 0.02% 550
2024
Q4
$343K Buy
+172
New +$343K 0.02% 519