Barlow Wealth Partners’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 | $8.95M | Buy |
4,857
+80
| +2% | +$147K | 1.07% | 33 |
|
2025
Q1 | $9.33M | Buy |
4,777
+33
| +0.7% | +$64.4K | 1.22% | 34 |
|
2024
Q4 | $9.63M | Buy |
4,744
+121
| +3% | +$246K | 1.22% | 35 |
|
2024
Q3 | $9.04M | Sell |
4,623
-966
| -17% | -$1.89M | 1.18% | 37 |
|
2024
Q2 | $8.72M | Buy |
5,589
+84
| +2% | +$131K | 1.21% | 36 |
|
2024
Q1 | $6.47M | Buy |
5,505
+135
| +3% | +$159K | 0.88% | 43 |
|
2023
Q4 | $6.25M | Buy |
+5,370
| New | +$6.25M | 0.89% | 41 |
|