Connecticut Wealth Management’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 | $590K | Hold |
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|
2025
Q2 | $720K | Sell |
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|
2025
Q1 | $878K | Sell |
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|
2024
Q4 | $954K | Buy |
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|
2024
Q3 | $898K | Sell |
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|
2024
Q2 | $765K | Sell |
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|
2024
Q1 | $759K | Hold |
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|
2023
Q4 | $707K | Sell |
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|
2023
Q3 | $559K | Hold |
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|
2023
Q2 | $521K | Hold |
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|
2023
Q1 | $453K | Hold |
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|
2022
Q4 | $385K | Hold |
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|
2022
Q3 | $265K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $200K | Buy |
|