Elevation 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 Q1	–	Sell	-4	Closed	-$7.96K	–	505
2024 Q4	$7.96K	Sell	4 -34	-89%	-$67.7K	﹤0.01%	383
2024 Q3	$73.9K	Hold	38	–	–	0.03%	188
2024 Q2	$56.6K	Hold	38	–	–	0.03%	207
2024 Q1	$47.5K	Buy	+38	New	+$47.5K	0.02%	224