Clarity Wealth Advisors’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 | $771K | Hold |
422
| – | – | 0.19% | 51 |
|
|
2025
Q1 | $778K | Hold |
422
| – | – | 0.22% | 45 |
|
|
2024
Q4 | $840K | Buy |
422
+129
| +44% | +$257K | 0.23% | 43 |
|
|
2024
Q3 | $569K | Sell |
293
-5
| -2% | -$9.72K | 0.17% | 52 |
|
|
2024
Q2 | $444K | Buy |
298
+5
| +2% | +$7.44K | 0.14% | 58 |
|
|
2024
Q1 | $366K | Buy |
+293
| New | +$366K | 0.12% | 68 |
|
|
2022
Q1 | – | Sell |
-1,393
| Closed | -$604K | – | 68 |
|
|
2021
Q4 | $604K | Buy |
+1,393
| New | +$604K | 0.28% | 41 |
|