EverSource Wealth Advisors’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
282
-3
| -1% | -$5.49K | 0.02% | 441 |
|
|
2025
Q1 | $526K | Sell |
285
-35
| -11% | -$64.5K | 0.03% | 372 |
|
|
2024
Q4 | $637K | Sell |
320
-15
| -4% | -$29.9K | 0.04% | 319 |
|
|
2024
Q3 | $651K | Sell |
335
-72
| -18% | -$140K | 0.04% | 285 |
|
|
2024
Q2 | $651K | Buy |
407
+7
| +2% | +$11.2K | 0.04% | 277 |
|
|
2024
Q1 | $453K | Hold |
400
| – | – | 0.04% | 284 |
|
|
2023
Q4 | $466K | Sell |
400
-2
| -0.5% | -$2.33K | 0.04% | 255 |
|
|
2023
Q3 | $349K | Sell |
402
-7
| -2% | -$6.08K | 0.04% | 277 |
|
|
2023
Q2 | $331K | Sell |
409
-110
| -21% | -$89K | 0.04% | 287 |
|
|
2023
Q1 | $365K | Buy |
519
+9
| +2% | +$6.32K | 0.05% | 269 |
|
|
2022
Q4 | $305K | Sell |
510
-298
| -37% | -$178K | 0.05% | 276 |
|
|
2022
Q3 | $333K | Buy |
808
+42
| +5% | +$17.3K | 0.08% | 224 |
|
|
2022
Q2 | $307K | Buy |
766
+20
| +3% | +$8.02K | 0.08% | 207 |
|
|
2022
Q1 | $348K | Buy |
746
+396
| +113% | +$185K | 0.09% | 190 |
|
|
2021
Q4 | $152K | Buy |
+350
| New | +$152K | 0.04% | 260 |
|