HB Wealth Management’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 | $773K | Sell |
423
-59
| -12% | -$108K | 0.01% | 592 |
|
|
2025
Q1 | $890K | Buy |
482
+107
| +29% | +$198K | 0.01% | 561 |
|
|
2024
Q4 | $747K | Buy |
375
+8
| +2% | +$15.9K | 0.01% | 484 |
|
|
2024
Q3 | $713K | Buy |
367
+50
| +16% | +$97.2K | 0.01% | 473 |
|
|
2024
Q2 | $472K | Buy |
317
+53
| +20% | +$78.9K | 0.01% | 555 |
|
|
2024
Q1 | $330K | Buy |
264
+83
| +46% | +$104K | ﹤0.01% | 627 |
|
|
2023
Q4 | $211K | Buy |
+181
| New | +$211K | ﹤0.01% | 725 |
|