Forum Financial Management’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$503K Hold
275
0.01% 404
2025
Q1
$507K Buy
275
+6
+2% +$11.1K 0.01% 366
2024
Q4
$536K Buy
269
+1
+0.4% +$1.99K 0.01% 357
2024
Q3
$521K Hold
268
0.01% 315
2024
Q2
$399K Buy
268
+4
+2% +$5.96K 0.01% 385
2024
Q1
$330K Hold
264
0.01% 458
2023
Q4
$307K Hold
264
0.01% 442
2023
Q3
$229K Hold
264
0.01% 532
2023
Q2
$214K Buy
+264
New +$214K ﹤0.01% 588