DWM
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Diversify Wealth Management’s Fair Isaac FICO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.76M Buy
1,332
+170
+15% +$224K 0.11% 194
2025
Q1
$2.28M Buy
1,162
+99
+9% +$194K 0.17% 156
2024
Q4
$2.04M Buy
1,063
+12
+1% +$23K 0.16% 154
2024
Q3
$2.1M Buy
+1,051
New +$2.1M 0.2% 129