DWM
Drive Wealth Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
432
-7
| -2% | -$12.8K | 0.17% | 110 |
|
|
2025
Q1 | $810K | Sell |
439
-6
| -1% | -$11.1K | 0.19% | 101 |
|
|
2024
Q4 | $886K | Sell |
445
-3
| -0.7% | -$5.97K | 0.22% | 87 |
|
|
2024
Q3 | $871K | Buy |
448
+1
| +0.2% | +$1.94K | 0.23% | 84 |
|
|
2024
Q2 | $665K | Buy |
447
+19
| +4% | +$28.3K | 0.18% | 100 |
|
|
2024
Q1 | $535K | Buy |
428
+29
| +7% | +$36.2K | 0.15% | 121 |
|
|
2023
Q4 | $464K | Buy |
399
+27
| +7% | +$31.4K | 0.15% | 127 |
|
|
2023
Q3 | $323K | Buy |
372
+30
| +9% | +$26.1K | 0.12% | 163 |
|
|
2023
Q2 | $277K | Buy |
342
+41
| +14% | +$33.2K | 0.1% | 190 |
|
|
2023
Q1 | $212K | Buy |
+301
| New | +$212K | 0.09% | 245 |
|