Carolinas Wealth Consulting’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	–	Sell	-42	Closed	-$77.5K	–	325
2025 Q1	$77.5K	Buy	42 +20	+91%	+$36.9K	0.02%	286
2024 Q4	$43.8K	Sell	22 -21	-49%	-$41.8K	0.01%	383
2024 Q3	$83.6K	Buy	43 +1	+2%	+$1.94K	0.02%	291
2024 Q2	$62.5K	Buy	+42	New	+$62.5K	0.01%	336