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