EverSource 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 | $516K | Sell |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $637K | Sell |
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|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $651K | Buy |
|
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|
2024
Q1 | $453K | Hold |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $152K | Buy |
|