Checchi Capital Advisers’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 | $280K | Sell |
153
-27
| -15% | -$49.4K | 0.02% | 470 |
|
2025
Q1 | $332K | Buy |
180
+41
| +29% | +$75.6K | 0.02% | 430 |
|
2024
Q4 | $277K | Sell |
139
-131
| -49% | -$261K | 0.02% | 456 |
|
2024
Q3 | $525K | Buy |
270
+1
| +0.4% | +$1.94K | 0.03% | 312 |
|
2024
Q2 | $400K | Hold |
269
| – | – | 0.02% | 369 |
|
2024
Q1 | $336K | Buy |
269
+7
| +3% | +$8.75K | 0.03% | 415 |
|
2023
Q4 | $305K | Buy |
262
+14
| +6% | +$16.3K | 0.02% | 421 |
|
2023
Q3 | $215K | Sell |
248
-6
| -2% | -$5.21K | 0.02% | 483 |
|
2023
Q2 | $206K | Buy |
+254
| New | +$206K | 0.02% | 535 |
|
2016
Q3 | – | Sell |
-172
| Closed | -$19K | – | 680 |
|
2016
Q2 | $19K | Buy |
+172
| New | +$19K | ﹤0.01% | 1166 |
|