Clearstead 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
$121K Sell
2025
Q2
$170K Buy
2025
Q1
$133K Sell
2024
Q4
$275K Sell
2024
Q3
$632K Sell
2024
Q2
$588K Buy
2024
Q1
$9.33K Buy
2023
Q4
$2.33K Sell
2023
Q3
$3.48K Sell
2023
Q2
$75.3K Buy
2023
Q1
$58.3K Buy