JFS Wealth Advisors’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4K | Hold |
15
| – | – | ﹤0.01% | 588 |
|
|
2025
Q1 | $27.7K | Hold |
15
| – | – | ﹤0.01% | 595 |
|
|
2024
Q4 | $29.9K | Sell |
15
-1
| -6% | -$1.99K | ﹤0.01% | 548 |
|
|
2024
Q3 | $31.1K | Buy |
16
+1
| +7% | +$1.94K | ﹤0.01% | 544 |
|
|
2024
Q2 | $22.3K | Hold |
15
| – | – | ﹤0.01% | 578 |
|
|
2024
Q1 | $18.7K | Hold |
15
| – | – | ﹤0.01% | 641 |
|
|
2023
Q4 | $17.5K | Hold |
15
| – | – | ﹤0.01% | 617 |
|
|
2023
Q3 | $13K | Sell |
15
-1
| -6% | -$869 | ﹤0.01% | 641 |
|
|
2023
Q2 | $12.9K | Hold |
16
| – | – | ﹤0.01% | 653 |
|
|
2023
Q1 | $11.2K | Buy |
16
+1
| +7% | +$703 | ﹤0.01% | 679 |
|
|
2022
Q4 | $8.98K | Sell |
15
-59
| -80% | -$35.3K | ﹤0.01% | 753 |
|
|
2022
Q3 | $30K | Sell |
74
-3
| -4% | -$1.22K | ﹤0.01% | 479 |
|
|
2022
Q2 | $31K | Buy |
77
+6
| +8% | +$2.42K | ﹤0.01% | 494 |
|
|
2022
Q1 | $33K | Buy |
71
+7
| +11% | +$3.25K | ﹤0.01% | 502 |
|
|
2021
Q4 | $28K | Buy |
+64
| New | +$28K | ﹤0.01% | 510 |
|