EP Wealth Advisors’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Sell |
3,388
-59
| -2% | -$108K | 0.04% | 238 |
|
|
2025
Q1 | $6.36M | Buy |
3,447
+3
| +0.1% | +$5.53K | 0.05% | 194 |
|
|
2024
Q4 | $6.86M | Sell |
3,444
-3,074
| -47% | -$6.12M | 0.06% | 182 |
|
|
2024
Q3 | $12.7M | Buy |
6,518
+309
| +5% | +$601K | 0.11% | 127 |
|
|
2024
Q2 | $9.24M | Buy |
6,209
+4,510
| +265% | +$6.71M | 0.1% | 126 |
|
|
2024
Q1 | $2.12M | Sell |
1,699
-110
| -6% | -$137K | 0.02% | 253 |
|
|
2023
Q4 | $2.11M | Sell |
1,809
-192
| -10% | -$223K | 0.03% | 250 |
|
|
2023
Q3 | $1.74M | Sell |
2,001
-859
| -30% | -$746K | 0.03% | 253 |
|
|
2023
Q2 | $1.6M | Sell |
2,860
-30,568
| -91% | -$17.1M | 0.02% | 277 |
|
|
2023
Q1 | $750K | Buy |
33,428
+31,459
| +1,598% | +$706K | 0.01% | 344 |
|
|
2022
Q4 | $1.18M | Buy |
+1,969
| New | +$1.18M | 0.02% | 260 |
|