Clarity Wealth Advisors’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$632K Hold
2025
Q2
$771K Hold
2025
Q1
$778K Hold
2024
Q4
$840K Buy
2024
Q3
$569K Sell
2024
Q2
$444K Buy
2024
Q1
$366K Buy
2022
Q1
Sell
2021
Q4
$604K Buy