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