Bartlett & Co 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
2025
Q4
$3.38K Buy
2022
Q3
Sell
2022
Q2
$13.2K Buy
2021
Q1
Sell
2020
Q4
$4.09K Buy