Great Waters Wealth Management’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$953K Hold
2025
Q2
$1.16M Hold
2025
Q1
$1.17M Hold
2024
Q4
$1.27M Hold
2024
Q3
$1.24M Sell
2024
Q2
$1.02M Hold
2024
Q1
$856K Sell
2023
Q4
$815K Sell
2023
Q3
$651K Hold
2023
Q2
$603K Hold
2023
Q1
$536K Hold
2022
Q4
$479K Buy