JFS Wealth Advisors’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 | $22.4K | Hold |
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|
2025
Q2 | $27.4K | Hold |
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|
2025
Q1 | $27.7K | Hold |
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|
2024
Q4 | $29.9K | Sell |
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|
2024
Q3 | $31.1K | Buy |
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|
2024
Q2 | $22.3K | Hold |
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|
2024
Q1 | $18.7K | Hold |
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|
2023
Q4 | $17.5K | Hold |
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|
2023
Q3 | $13K | Sell |
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|
2023
Q2 | $12.9K | Hold |
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|
2023
Q1 | $11.2K | Buy |
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|
2022
Q4 | $8.98K | Sell |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $31K | Buy |
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|
2022
Q1 | $33K | Buy |
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|
2021
Q4 | $28K | Buy |
|