Cerity 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 | $3.89M | Sell |
2,129
-112
| -5% | -$205K | 0.01% | 921 |
|
2025
Q1 | $4.13M | Buy |
2,241
+673
| +43% | +$1.24M | 0.01% | 797 |
|
2024
Q4 | $3.09M | Buy |
1,568
+75
| +5% | +$148K | 0.01% | 917 |
|
2024
Q3 | $2.9M | Buy |
1,493
+742
| +99% | +$1.44M | 0.01% | 929 |
|
2024
Q2 | $1.12M | Sell |
751
-490
| -39% | -$729K | ﹤0.01% | 1172 |
|
2024
Q1 | $1.55M | Buy |
1,241
+737
| +146% | +$921K | ﹤0.01% | 1085 |
|
2023
Q4 | $587K | Buy |
504
+131
| +35% | +$152K | ﹤0.01% | 1199 |
|
2023
Q3 | $324K | Sell |
373
-201
| -35% | -$175K | ﹤0.01% | 1120 |
|
2023
Q2 | $464K | Buy |
574
+91
| +19% | +$73.6K | ﹤0.01% | 1213 |
|
2023
Q1 | $14.1M | Sell |
483
-134
| -22% | -$3.91M | 0.03% | 300 |
|
2022
Q4 | $369K | Buy |
617
+11
| +2% | +$6.58K | ﹤0.01% | 1069 |
|
2022
Q3 | $250K | Buy |
+606
| New | +$250K | ﹤0.01% | 968 |
|