Avantax Advisory Services’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	$2.06M	Buy	1,129 +116	+11%	+$212K	0.01%	781
2025 Q1	$1.87M	Buy	1,013 +91	+10%	+$168K	0.01%	769
2024 Q4	$1.84M	Sell	922 -435	-32%	-$866K	0.01%	748
2024 Q3	$2.64M	Sell	1,357 -377	-22%	-$733K	0.02%	584
2024 Q2	$2.58M	Buy	+1,734	New	+$2.58M	0.02%	574