EP Wealth Advisors’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
Q2 | $6.19M | Sell |
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|
2025
Q1 | $6.36M | Buy |
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|
2024
Q4 | $6.86M | Sell |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $9.24M | Buy |
|
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $750K | Buy |
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|
2022
Q4 | $1.18M | Buy |
|