GWWM
Great Waters Wealth Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
637
| – | – | 0.15% | 37 |
|
|
2025
Q1 | $1.17M | Hold |
637
| – | – | 0.16% | 36 |
|
|
2024
Q4 | $1.27M | Hold |
637
| – | – | 0.16% | 38 |
|
|
2024
Q3 | $1.24M | Sell |
637
-48
| -7% | -$93.3K | 0.17% | 40 |
|
|
2024
Q2 | $1.02M | Hold |
685
| – | – | 0.16% | 42 |
|
|
2024
Q1 | $856K | Sell |
685
-41
| -6% | -$51.2K | 0.14% | 45 |
|
|
2023
Q4 | $815K | Sell |
726
-19
| -3% | -$21.3K | 0.14% | 47 |
|
|
2023
Q3 | $651K | Hold |
745
| – | – | 0.13% | 53 |
|
|
2023
Q2 | $603K | Hold |
745
| – | – | 0.12% | 54 |
|
|
2023
Q1 | $536K | Hold |
745
| – | – | 0.11% | 58 |
|
|
2022
Q4 | $479K | Buy |
+745
| New | +$479K | 0.1% | 61 |
|