Heritage Family Offices’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	$213K	Hold	116	–	–	0.11%	171
2025 Q1	$214K	Buy	116 +14	+14%	+$25.8K	0.11%	167
2024 Q4	$203K	Sell	102 -154	-60%	-$307K	0.1%	179
2024 Q3	$498K	Buy	256 +5	+2%	+$9.72K	0.26%	81
2024 Q2	$374K	Buy	+251	New	+$374K	0.21%	96