Institute for Wealth Management’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Buy |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.4M | Buy |
|
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|
2024
Q4 | $1.46M | Hold |
|
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|
2024
Q3 | $1.43M | Sell |
|
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $945K | Sell |
|
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|
2023
Q4 | $887K | Sell |
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|
2023
Q3 | $683K | Hold |
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|
2023
Q2 | $636K | Sell |
|
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|
2023
Q1 | $576K | Buy |
|
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $322K | Buy |
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|
2021
Q4 | $285K | Sell |
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|
2021
Q3 | $275K | Buy |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $230K | Buy |
|