Dougherty Wealth Advisers’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 | $334K | Hold |
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|
2025
Q2 | $408K | Hold |
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|
2025
Q1 | $411K | Hold |
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|
2024
Q4 | $444K | Hold |
|
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|
2024
Q3 | $433K | Hold |
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|
2024
Q2 | $332K | Hold |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $195K | Sell |
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|
2022
Q4 | $194K | Hold |
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|
2022
Q3 | $133K | Hold |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $151K | Hold |
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|
2021
Q4 | $141K | Hold |
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|
2021
Q3 | $129K | Hold |
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|
2021
Q2 | $163K | Hold |
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|
2021
Q1 | $157K | Sell |
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|
2020
Q4 | $195K | Hold |
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|
2020
Q3 | $162K | Hold |
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|
2020
Q2 | $159K | Hold |
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|
2020
Q1 | $117K | Hold |
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|
2019
Q4 | $143K | Hold |
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|
2019
Q3 | $116K | Hold |
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|
2019
Q2 | $120K | Hold |
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|
2019
Q1 | $103K | Hold |
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|
2018
Q4 | $88K | Buy |
|