APWA
Atlas Private Wealth Advisors’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
683
+4
| +0.6% | +$7.31K | 0.16% | 75 |
|
|
2025
Q1 | $1.25M | Buy |
679
+5
| +0.7% | +$9.22K | 0.17% | 72 |
|
|
2024
Q4 | $1.34M | Hold |
674
| – | – | 0.19% | 66 |
|
|
2024
Q3 | $1.31M | Hold |
674
| – | – | 0.19% | 57 |
|
|
2024
Q2 | $1M | Buy |
674
+337
| +100% | +$502K | 0.16% | 62 |
|
|
2024
Q1 | $421K | Sell |
337
-337
| -50% | -$421K | 0.14% | 70 |
|
|
2023
Q4 | $785K | Hold |
674
| – | – | 0.15% | 65 |
|
|
2023
Q3 | $585K | Hold |
674
| – | – | 0.11% | 97 |
|
|
2023
Q2 | $545K | Buy |
+674
| New | +$545K | 0.11% | 104 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | -$1K | – | 819 |
|
|
2021
Q1 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 795 |
|
|
2020
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 707 |
|