Canopy Partners’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
$664K Buy
363
+1
+0.3% +$1.83K 0.24% 86
2025
Q1
$668K Sell
362
-1
-0.3% -$1.84K 0.26% 81
2024
Q4
$723K Sell
363
-87
-19% -$173K 0.28% 81
2024
Q3
$875K Hold
450
0.38% 60
2024
Q2
$670K Hold
450
0.31% 73
2024
Q1
$562K Sell
450
-572
-56% -$715K 0.27% 81
2023
Q4
$1.19M Buy
+1,022
New +$1.19M 0.72% 28