Congress Wealth Management’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 | $9.72M | Buy |
5,316
+4,449
| +513% | +$8.13M | 0.09% | 251 |
|
|
2025
Q1 | $1.6M | Sell |
867
-62
| -7% | -$114K | 0.02% | 538 |
|
|
2024
Q4 | $1.85M | Sell |
929
-78
| -8% | -$155K | 0.03% | 420 |
|
|
2024
Q3 | $1.96M | Hold |
1,007
| – | – | 0.03% | 433 |
|
|
2024
Q2 | $1.5M | Sell |
1,007
-116
| -10% | -$173K | 0.02% | 385 |
|
|
2024
Q1 | $1.4M | Sell |
1,123
-73
| -6% | -$91.2K | 0.02% | 347 |
|
|
2023
Q4 | $1.39M | Sell |
1,196
-228
| -16% | -$265K | 0.03% | 353 |
|
|
2023
Q3 | $1.24M | Buy |
1,424
+15
| +1% | +$13K | 0.03% | 352 |
|
|
2023
Q2 | $1.14M | Sell |
1,409
-25
| -2% | -$20.2K | 0.03% | 327 |
|
|
2023
Q1 | $1.01M | Sell |
1,434
-238
| -14% | -$167K | 0.02% | 339 |
|
|
2022
Q4 | $1M | Sell |
1,672
-68
| -4% | -$40.7K | 0.03% | 335 |
|
|
2022
Q3 | $717K | Sell |
1,740
-54
| -3% | -$22.3K | 0.02% | 364 |
|
|
2022
Q2 | $719K | Sell |
1,794
-172
| -9% | -$68.9K | 0.02% | 369 |
|
|
2022
Q1 | $916K | Sell |
1,966
-58
| -3% | -$27K | 0.02% | 365 |
|
|
2021
Q4 | $878K | Buy |
+2,024
| New | +$878K | 0.02% | 385 |
|