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