Baker Tilly Wealth Management’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$421K Sell
2025
Q3
$391K Buy
2025
Q2
$472K Sell
2025
Q1
$487K Buy
2024
Q4
$518K Buy
2024
Q3
$433K Buy
2024
Q2
$250K Buy