IFWM
Institute for Wealth Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
738
-22
| -3% | -$40.2K | 0.15% | 143 |
|
|
2025
Q1 | $1.4M | Buy |
760
+26
| +4% | +$47.9K | 0.18% | 122 |
|
|
2024
Q4 | $1.46M | Hold |
734
| – | – | 0.18% | 112 |
|
|
2024
Q3 | $1.43M | Sell |
734
-23
| -3% | -$44.7K | 0.18% | 126 |
|
|
2024
Q2 | $1.13M | Buy |
757
+1
| +0.1% | +$1.49K | 0.15% | 151 |
|
|
2024
Q1 | $945K | Sell |
756
-6
| -0.8% | -$7.5K | 0.12% | 175 |
|
|
2023
Q4 | $887K | Sell |
762
-24
| -3% | -$27.9K | 0.14% | 167 |
|
|
2023
Q3 | $683K | Hold |
786
| – | – | 0.12% | 197 |
|
|
2023
Q2 | $636K | Sell |
786
-33
| -4% | -$26.7K | 0.11% | 209 |
|
|
2023
Q1 | $576K | Buy |
819
+11
| +1% | +$7.73K | 0.11% | 234 |
|
|
2022
Q4 | $484K | Buy |
808
+92
| +13% | +$55.1K | 0.1% | 261 |
|
|
2022
Q3 | $295K | Hold |
716
| – | – | 0.07% | 342 |
|
|
2022
Q2 | $287K | Buy |
716
+26
| +4% | +$10.4K | 0.06% | 400 |
|
|
2022
Q1 | $322K | Buy |
690
+33
| +5% | +$15.4K | 0.05% | 401 |
|
|
2021
Q4 | $285K | Sell |
657
-33
| -5% | -$14.3K | 0.05% | 389 |
|
|
2021
Q3 | $275K | Buy |
690
+159
| +30% | +$63.4K | 0.05% | 393 |
|
|
2021
Q2 | $267K | Buy |
531
+58
| +12% | +$29.2K | 0.05% | 398 |
|
|
2021
Q1 | $230K | Buy |
+473
| New | +$230K | 0.04% | 411 |
|