Forum Financial Management’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$419K Hold
2025
Q3
$371K Sell
2025
Q2
$503K Hold
2025
Q1
$507K Buy
2024
Q4
$536K Buy
2024
Q3
$521K Hold
2024
Q2
$399K Buy
2024
Q1
$330K Hold
2023
Q4
$307K Hold
2023
Q3
$229K Hold
2023
Q2
$214K Buy