FRA
Frank Rimerman Advisors’s Fair Isaac FICO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-138
| Closed | -$254K | – | 580 |
|
2025
Q1 | $254K | Buy |
138
+34
| +33% | +$62.7K | 0.02% | 449 |
|
2024
Q4 | $207K | Hold |
104
| – | – | 0.02% | 501 |
|
2024
Q3 | $202K | Buy |
+104
| New | +$202K | 0.01% | 515 |
|
2022
Q2 | – | Sell |
-1,008
| Closed | -$470K | – | 102 |
|
2022
Q1 | $470K | Hold |
1,008
| – | – | 0.15% | 77 |
|
2021
Q4 | $437K | Buy |
1,008
+131
| +15% | +$56.8K | 0.15% | 83 |
|
2021
Q3 | $349K | Buy |
+877
| New | +$349K | 0.13% | 78 |
|