Atria Wealth Solutions’s Fair Isaac FICO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.28M | Sell |
701
-162
| -19% | -$296K | 0.03% | 552 |
|
2025
Q1 | $1.59M | Sell |
863
-139
| -14% | -$256K | 0.02% | 713 |
|
2024
Q4 | $1.99M | Sell |
1,002
-405
| -29% | -$806K | 0.02% | 640 |
|
2024
Q3 | $2.73M | Sell |
1,407
-822
| -37% | -$1.6M | 0.03% | 519 |
|
2024
Q2 | $3.32M | Sell |
2,229
-152
| -6% | -$226K | 0.04% | 451 |
|
2024
Q1 | $2.98M | Buy |
2,381
+148
| +7% | +$185K | 0.03% | 498 |
|
2023
Q4 | $2.6M | Buy |
2,233
+103
| +5% | +$120K | 0.03% | 514 |
|
2023
Q3 | $1.85M | Sell |
2,130
-30
| -1% | -$26.1K | 0.03% | 582 |
|
2023
Q2 | $1.75M | Buy |
2,160
+1,391
| +181% | +$1.13M | 0.02% | 606 |
|
2023
Q1 | $540K | Buy |
769
+10
| +1% | +$7.03K | 0.01% | 1082 |
|
2022
Q4 | $454K | Hold |
759
| – | – | 0.01% | 1123 |
|
2022
Q3 | $313K | Buy |
+759
| New | +$313K | 0.01% | 1269 |
|