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