Global Retirement Partners’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
$170K Buy
+93
New +$170K ﹤0.01% 1172
2024
Q4
$1.19M Buy
596
+394
+195% +$784K 0.03% 408
2024
Q3
$393K Buy
202
+27
+15% +$52.5K 0.01% 706
2024
Q2
$261K Buy
175
+13
+8% +$19.4K 0.01% 799
2024
Q1
$202K Buy
162
+4
+3% +$5K 0.01% 786
2023
Q4
$193K Sell
158
-28
-15% -$34.3K 0.01% 763
2023
Q3
$160K Buy
186
+113
+155% +$97.3K 0.01% 755
2023
Q2
$59.1K Buy
73
+34
+87% +$27.5K ﹤0.01% 1192
2023
Q1
$29.3K Buy
39
+1
+3% +$752 ﹤0.01% 1479
2022
Q4
$22.7K Sell
38
-19
-33% -$11.4K ﹤0.01% 1430
2022
Q3
$27K Buy
57
+2
+4% +$947 ﹤0.01% 1258
2022
Q2
$22K Buy
55
+5
+10% +$2K ﹤0.01% 1314
2022
Q1
$20K Buy
+50
New +$20K ﹤0.01% 1341
2021
Q4
Sell
-38
Closed -$15K 753
2021
Q3
$15K Buy
38
+13
+52% +$5.13K ﹤0.01% 1295
2021
Q2
$13K Buy
25
+19
+317% +$9.88K ﹤0.01% 1312
2021
Q1
$3K Buy
6
+2
+50% +$1K ﹤0.01% 1575
2020
Q4
$2K Hold
4
﹤0.01% 1594
2020
Q3
$2K Hold
4
﹤0.01% 1475
2020
Q2
$2K Buy
4
+1
+33% +$500 ﹤0.01% 1450
2020
Q1
$1K Buy
+3
New +$1K ﹤0.01% 1482