Gallagher Fiduciary Advisors’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 | $411K | Hold |
225
| – | – | 0.02% | 203 |
|
|
2025
Q1 | $415K | Hold |
225
| – | – | 0.01% | 183 |
|
|
2024
Q4 | $448K | Hold |
225
| – | – | 0.09% | 157 |
|
|
2024
Q3 | $437K | Hold |
225
| – | – | 0.09% | 133 |
|
|
2024
Q2 | $335K | Hold |
225
| – | – | 0.08% | 138 |
|
|
2024
Q1 | $281K | Hold |
225
| – | – | 0.01% | 157 |
|
|
2023
Q4 | $262K | Buy |
+225
| New | +$262K | 0.01% | 156 |
|
|
2023
Q3 | – | Sell |
-360
| Closed | -$291K | – | 184 |
|
|
2023
Q2 | $291K | Sell |
360
-30
| -8% | -$24.3K | 0.02% | 163 |
|
|
2023
Q1 | $274K | Buy |
+390
| New | +$274K | 0.02% | 160 |
|