IHT Wealth Management’s Fair Isaac FICO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
144
-11
-7% -$20.1K 0.01% 952
2025
Q1
$286K Sell
155
-6
-4% -$11.1K 0.01% 876
2024
Q4
$321K Sell
161
-39
-20% -$77.6K 0.01% 831
2024
Q3
$388K Buy
200
+33
+20% +$64K 0.01% 805
2024
Q2
$249K Sell
167
-7
-4% -$10.4K 0.01% 867
2024
Q1
$217K Buy
+174
New +$217K 0.01% 911