CIBC Private Wealth Group’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.2M | Sell |
32,922
-27,712
| -46% | -$50.7M | 0.11% | 178 |
|
|
2025
Q1 | $102M | Buy |
60,634
+58
| +0.1% | +$97.3K | 0.21% | 110 |
|
|
2024
Q4 | $119M | Sell |
60,576
-224
| -0.4% | -$440K | 0.22% | 106 |
|
|
2024
Q3 | $118M | Buy |
60,800
+642
| +1% | +$1.25M | 0.21% | 113 |
|
|
2024
Q2 | $92M | Buy |
60,158
+58,766
| +4,222% | +$89.9M | 0.17% | 127 |
|
|
2024
Q1 | $1.75M | Buy |
1,392
+363
| +35% | +$455K | ﹤0.01% | 565 |
|
|
2023
Q4 | $1.2M | Sell |
1,029
-343
| -25% | -$399K | ﹤0.01% | 595 |
|
|
2023
Q3 | $1.19M | Buy |
+1,372
| New | +$1.19M | ﹤0.01% | 575 |
|