Cyndeo Wealth Partners’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 | $714K | Sell |
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|
2025
Q2 | $930K | Sell |
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|
2025
Q1 | $963K | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $774K | Sell |
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|
2024
Q1 | $657K | Sell |
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|
2023
Q4 | $613K | Hold |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $425K | Sell |
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|
2023
Q1 | $420K | Sell |
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|
2022
Q4 | $360K | Buy |
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