Heritage Wealth Management (Arizona)’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $374K | Sell |
251
-29
| -10% | -$43.2K | 0.21% | 96 |
|
|
2024
Q1 | $350K | Sell |
280
-12
| -4% | -$15K | 0.18% | 113 |
|
|
2023
Q4 | $340K | Buy |
+292
| New | +$340K | 0.18% | 108 |
|
|
2022
Q4 | $1.28M | Buy |
2,134
+1,119
| +110% | +$670K | 0.18% | 93 |
|
|
2022
Q3 | $418K | Buy |
1,015
+22
| +2% | +$9.06K | 0.13% | 113 |
|
|
2022
Q2 | $398K | Buy |
993
+64
| +7% | +$25.7K | 0.13% | 118 |
|
|
2022
Q1 | $433K | Buy |
+929
| New | +$433K | 0.12% | 137 |
|
|
2021
Q3 | $290K | Buy |
730
+83
| +13% | +$33K | 0.1% | 158 |
|
|
2021
Q2 | $325K | Buy |
647
+105
| +19% | +$52.7K | 0.12% | 138 |
|
|
2021
Q1 | $263K | Buy |
+542
| New | +$263K | 0.15% | 117 |
|