BWM
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Baron Wealth Management’s Fair Isaac FICO Stock Holding History

Baron Wealth Management’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$243K Sell
133
-15
-10% -$27.4K 0.09% 175
2025
Q1 		$273K Sell
148
-3
-2% -$5.53K 0.12% 144
2024
Q4 		$301K Hold
151
– – 0.14% 124
2024
Q3 		$293K Hold
151
– – 0.14% 126
2024
Q2 		$225K Buy
+151
New +$225K 0.12% 152