Beaumont Financial Advisors’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $233K | Sell |
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|
2025
Q3 | $504K | Buy |
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|
2025
Q2 | $612K | Buy |
|
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|
2025
Q1 | $616K | Sell |
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|
2024
Q4 | $667K | Buy |
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|
2024
Q3 | $649K | Buy |
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|
2024
Q2 | $496K | Hold |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $231K | Buy |
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