Envestnet Portfolio Solutions’s Fair Isaac FICO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.08M Buy
2,230
+419
+23% +$766K 0.02% 405
2025
Q1
$3.34M Sell
1,811
-814
-31% -$1.5M 0.01% 460
2024
Q4
$5.23M Sell
2,625
-545
-17% -$1.09M 0.02% 384
2024
Q3
$6.16M Sell
3,170
-516
-14% -$1M 0.02% 343
2024
Q2
$5.49M Buy
3,686
+20
+0.5% +$29.8K 0.02% 348
2024
Q1
$4.58M Buy
3,666
+52
+1% +$65K 0.02% 401
2023
Q4
$4.21M Buy
3,614
+556
+18% +$647K 0.02% 375
2023
Q3
$2.66M Buy
+3,058
New +$2.66M 0.01% 466