CWP
Concord Wealth Partners’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$1.99K | – | 860 |
|
|
2024
Q4 | $1.99K | Hold |
1
| – | – | ﹤0.01% | 710 |
|
|
2024
Q3 | $1.94K | Buy |
+1
| New | +$1.94K | ﹤0.01% | 748 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | -$1.74K | – | 888 |
|
|
2023
Q3 | $1.74K | Hold |
2
| – | – | ﹤0.01% | 889 |
|
|
2023
Q2 | $1.62K | Hold |
2
| – | – | ﹤0.01% | 901 |
|
|
2023
Q1 | $1.41K | Hold |
2
| – | – | ﹤0.01% | 859 |
|
|
2022
Q4 | $1.2K | Buy |
+2
| New | +$1.2K | ﹤0.01% | 1029 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$1K | – | 493 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 1196 |
|
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 1215 |
|
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 829 |
|
|
2021
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 967 |
|
|
2021
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 911 |
|