Cyndeo Wealth Partners’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 | $930K | Sell |
509
-13
| -2% | -$23.8K | 0.06% | 238 |
|
|
2025
Q1 | $963K | Buy |
522
+3
| +0.6% | +$5.53K | 0.06% | 219 |
|
|
2024
Q4 | $1.03M | Sell |
519
-1
| -0.2% | -$1.99K | 0.07% | 212 |
|
|
2024
Q3 | $1.01M | Hold |
520
| – | – | 0.07% | 212 |
|
|
2024
Q2 | $774K | Sell |
520
-6
| -1% | -$8.93K | 0.06% | 233 |
|
|
2024
Q1 | $657K | Sell |
526
-1
| -0.2% | -$1.25K | 0.05% | 234 |
|
|
2023
Q4 | $613K | Hold |
527
| – | – | 0.06% | 227 |
|
|
2023
Q3 | $458K | Buy |
527
+2
| +0.4% | +$1.74K | 0.05% | 232 |
|
|
2023
Q2 | $425K | Sell |
525
-72
| -12% | -$58.3K | 0.04% | 230 |
|
|
2023
Q1 | $420K | Sell |
597
-5
| -0.8% | -$3.51K | 0.05% | 231 |
|
|
2022
Q4 | $360K | Buy |
+602
| New | +$360K | 0.04% | 242 |
|