Bingham Osborn & Scarborough’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,444
Closed -$444K 158
2020
Q1
$444K Sell
1,444
-1,505
-51% -$463K 0.04% 92
2019
Q4
$1.11M Hold
2,949
0.09% 59
2019
Q3
$895K Buy
2,949
+455
+18% +$138K 0.08% 65
2019
Q2
$783K Hold
2,494
0.07% 68
2019
Q1
$677K Buy
2,494
+750
+43% +$204K 0.06% 72
2018
Q4
$326K Buy
1,744
+398
+30% +$74.4K 0.03% 101
2018
Q3
$308K Buy
1,346
+153
+13% +$35K 0.03% 114
2018
Q2
$231K Hold
1,193
0.02% 128
2018
Q1
$202K Buy
+1,193
New +$202K 0.02% 141