Greenleaf Trust’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
$676K Buy
2025
Q2
$751K Sell
2025
Q1
$815K Buy
2024
Q4
$852K Buy
2024
Q3
$830K Buy
2024
Q2
$597K Sell
2024
Q1
$520K Sell
2023
Q4
$496K Buy
2023
Q3
$366K Buy
2023
Q2
$338K Sell
2023
Q1
$295K Buy
2022
Q4
$248K Buy
2019
Q4
Sell
2019
Q3
$456K Buy