GeoWealth 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 | $76.8K | Sell |
42
-26
| -38% | -$47.5K | ﹤0.01% | 870 |
|
|
2025
Q1 | $125K | Buy |
68
+10
| +17% | +$18.4K | 0.01% | 752 |
|
|
2024
Q4 | $115K | Sell |
58
-27
| -32% | -$53.8K | ﹤0.01% | 925 |
|
|
2024
Q3 | $165K | Buy |
85
+25
| +42% | +$48.6K | 0.01% | 769 |
|
|
2024
Q2 | $89.3K | Sell |
60
-18
| -23% | -$26.8K | ﹤0.01% | 781 |
|
|
2024
Q1 | $97.5K | Sell |
78
-27
| -26% | -$33.7K | ﹤0.01% | 772 |
|
|
2023
Q4 | $121K | Buy |
+105
| New | +$121K | 0.01% | 565 |
|