Beacon Pointe Advisors’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
1,028
-14
| -1% | -$25.6K | 0.02% | 492 |
|
|
2025
Q1 | $1.92M | Sell |
1,042
-4
| -0.4% | -$7.38K | 0.02% | 468 |
|
|
2024
Q4 | $2.08M | Buy |
+1,046
| New | +$2.08M | 0.02% | 451 |
|
|
2024
Q2 | – | Sell |
-1,071
| Closed | -$1.34M | – | 1284 |
|
|
2024
Q1 | $1.34M | Hold |
1,071
| – | – | 0.01% | 593 |
|
|
2023
Q4 | $1.25M | Sell |
1,071
-8
| -0.7% | -$9.31K | 0.01% | 596 |
|
|
2023
Q3 | $937K | Buy |
+1,079
| New | +$937K | 0.01% | 643 |
|