Creative Planning’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 | $8.6M | Sell |
4,706
-447
| -9% | -$817K | 0.01% | 559 |
|
|
2025
Q1 | $9.5M | Buy |
5,153
+581
| +13% | +$1.07M | 0.01% | 496 |
|
|
2024
Q4 | $9.1M | Buy |
4,572
+143
| +3% | +$285K | 0.01% | 470 |
|
|
2024
Q3 | $8.61M | Buy |
4,429
+445
| +11% | +$865K | 0.01% | 479 |
|
|
2024
Q2 | $5.93M | Buy |
3,984
+289
| +8% | +$430K | 0.01% | 560 |
|
|
2024
Q1 | $4.62M | Buy |
3,695
+52
| +1% | +$65K | 0.01% | 629 |
|
|
2023
Q4 | $4.24M | Buy |
3,643
+159
| +5% | +$185K | 0.01% | 609 |
|
|
2023
Q3 | $3.03M | Buy |
3,484
+20
| +0.6% | +$17.4K | ﹤0.01% | 688 |
|
|
2023
Q2 | $2.8M | Buy |
3,464
+492
| +17% | +$398K | ﹤0.01% | 692 |
|
|
2023
Q1 | $2.09M | Buy |
2,972
+93
| +3% | +$65.4K | ﹤0.01% | 757 |
|
|
2022
Q4 | $1.72M | Buy |
2,879
+1,029
| +56% | +$616K | ﹤0.01% | 804 |
|
|
2022
Q3 | $762K | Sell |
1,850
-864
| -32% | -$356K | ﹤0.01% | 1085 |
|
|
2022
Q2 | $1.09M | Buy |
2,714
+1,164
| +75% | +$467K | ﹤0.01% | 933 |
|
|
2022
Q1 | $723K | Buy |
1,550
+26
| +2% | +$12.1K | ﹤0.01% | 1139 |
|
|
2021
Q4 | $661K | Sell |
1,524
-112
| -7% | -$48.6K | ﹤0.01% | 1155 |
|
|
2021
Q3 | $651K | Sell |
1,636
-3
| -0.2% | -$1.19K | ﹤0.01% | 1155 |
|
|
2021
Q2 | $824K | Sell |
1,639
-57
| -3% | -$28.7K | ﹤0.01% | 1017 |
|
|
2021
Q1 | $824K | Buy |
1,696
+109
| +7% | +$53K | ﹤0.01% | 1129 |
|
|
2020
Q4 | $811K | Sell |
1,587
-123
| -7% | -$62.9K | ﹤0.01% | 1036 |
|
|
2020
Q3 | $727K | Buy |
1,710
+31
| +2% | +$13.2K | ﹤0.01% | 939 |
|
|
2020
Q2 | $702K | Buy |
1,679
+146
| +10% | +$61K | ﹤0.01% | 877 |
|
|
2020
Q1 | $472K | Sell |
1,533
-42
| -3% | -$12.9K | ﹤0.01% | 963 |
|
|
2019
Q4 | $590K | Sell |
1,575
-116
| -7% | -$43.5K | ﹤0.01% | 1017 |
|
|
2019
Q3 | $513K | Sell |
1,691
-3,256
| -66% | -$988K | ﹤0.01% | 1043 |
|
|
2019
Q2 | $1.55M | Buy |
4,947
+3,612
| +271% | +$1.13M | 0.01% | 575 |
|
|
2019
Q1 | $363K | Buy |
1,335
+258
| +24% | +$70.2K | ﹤0.01% | 1211 |
|
|
2018
Q4 | $201K | Sell |
1,077
-46
| -4% | -$8.59K | ﹤0.01% | 1483 |
|
|
2018
Q3 | $257K | Buy |
1,123
+3
| +0.3% | +$687 | ﹤0.01% | 1495 |
|
|
2018
Q2 | $217K | Buy |
+1,120
| New | +$217K | ﹤0.01% | 1576 |
|
|
2017
Q4 | – | Sell |
-2,171
| Closed | -$305K | – | 1912 |
|
|
2017
Q3 | $305K | Buy |
2,171
+512
| +31% | +$71.9K | ﹤0.01% | 1311 |
|
|
2017
Q2 | $231K | Buy |
1,659
+1,226
| +283% | +$171K | ﹤0.01% | 1425 |
|
|
2017
Q1 | $56K | Buy |
433
+62
| +17% | +$8.02K | ﹤0.01% | 2375 |
|
|
2016
Q4 | $44K | Buy |
371
+26
| +8% | +$3.08K | ﹤0.01% | 2472 |
|
|
2016
Q3 | $43K | Sell |
345
-60
| -15% | -$7.48K | ﹤0.01% | 2460 |
|
|
2016
Q2 | $46K | Sell |
405
-200
| -33% | -$22.7K | ﹤0.01% | 2168 |
|
|
2016
Q1 | $64K | Buy |
605
+459
| +314% | +$48.6K | ﹤0.01% | 1908 |
|
|
2015
Q4 | $14K | Sell |
146
-200
| -58% | -$19.2K | ﹤0.01% | 3028 |
|
|
2015
Q3 | $29K | Buy |
+346
| New | +$29K | ﹤0.01% | 2427 |
|
|
2014
Q3 | – | Sell |
-305
| Closed | -$19K | – | 3894 |
|
|
2014
Q2 | $19K | Buy |
+305
| New | +$19K | ﹤0.01% | 2481 |
|
|
2013
Q3 | – | Sell |
-160
| Closed | -$7K | – | 3252 |
|
|
2013
Q2 | $7K | Buy |
+160
| New | +$7K | ﹤0.01% | 2412 |
|