Beaumont Financial Advisors’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 | $612K | Buy |
335
+1
| +0.3% | +$1.83K | 0.04% | 201 |
|
|
2025
Q1 | $616K | Sell |
334
-1
| -0.3% | -$1.84K | 0.05% | 200 |
|
|
2024
Q4 | $667K | Buy |
335
+1
| +0.3% | +$1.99K | 0.05% | 187 |
|
|
2024
Q3 | $649K | Buy |
334
+1
| +0.3% | +$1.94K | 0.05% | 182 |
|
|
2024
Q2 | $496K | Hold |
333
| – | – | 0.04% | 211 |
|
|
2024
Q1 | $416K | Buy |
333
+1
| +0.3% | +$1.25K | 0.03% | 230 |
|
|
2023
Q4 | $386K | Buy |
332
+2
| +0.6% | +$2.33K | 0.04% | 227 |
|
|
2023
Q3 | $287K | Hold |
330
| – | – | 0.03% | 256 |
|
|
2023
Q2 | $267K | Buy |
330
+1
| +0.3% | +$809 | 0.02% | 282 |
|
|
2023
Q1 | $231K | Buy |
+329
| New | +$231K | 0.02% | 286 |
|