Great Valley Advisor Group’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
Sell
-135
Closed -$249K 911
2025
Q1
$249K Sell
135
-41
-23% -$75.7K 0.01% 779
2024
Q4
$350K Buy
176
+38
+28% +$75.7K 0.01% 658
2024
Q3
$268K Sell
138
-217
-61% -$421K 0.01% 715
2024
Q2
$529K Buy
+355
New +$529K 0.01% 516