Baker Tilly Wealth Management’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	$472K	Sell	258 -6	-2%	-$11K	0.17%	129
2025 Q1	$487K	Buy	264 +4	+2%	+$7.38K	0.19%	120
2024 Q4	$518K	Buy	260 +37	+17%	+$73.7K	0.2%	114
2024 Q3	$433K	Buy	223 +55	+33%	+$107K	0.19%	127
2024 Q2	$250K	Buy	+168	New	+$250K	0.1%	223