Heritage Wealth Management (Arizona)’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$374K Sell
2024
Q1
$350K Sell
2023
Q4
$340K Buy
2022
Q4
$1.28M Buy
2022
Q3
$418K Buy
2022
Q2
$398K Buy
2022
Q1
$433K Buy
2021
Q3
$290K Buy
2021
Q2
$325K Buy
2021
Q1
$263K Buy