Elevation 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
Q4
$874K Buy
2025
Q1
Sell
2024
Q4
$7.96K Sell
2024
Q3
$73.9K Hold
2024
Q2
$56.6K Hold
2024
Q1
$47.5K Buy