Cabot Wealth Management’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
$3.8M Buy
2,079
+17
+0.8% +$31.1K 0.45% 60
2025
Q1
$3.8M Buy
2,062
+46
+2% +$84.8K 0.48% 57
2024
Q4
$4.01M Sell
2,016
-19
-0.9% -$37.8K 0.51% 57
2024
Q3
$3.96M Buy
2,035
+986
+94% +$1.92M 0.49% 54
2024
Q2
$1.56M Buy
+1,049
New +$1.56M 0.2% 83