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Concord Wealth Partners’s Fair Isaac FICO Stock Holding History

Concord Wealth Partners’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$1.99K – 861
2024
Q4 		$1.99K Hold
1
– – ﹤0.01% 711
2024
Q3 		$1.94K Buy
+1
New +$1.71K ﹤0.01% 749
2023
Q4 		– Sell
-2
Closed -$1.74K – 884
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% 858
2022
Q4 		$1.2K Buy
+2
New +$1.05K ﹤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 +$951 ﹤0.01% 911

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