Journey Strategic Wealth’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 | $1.11M | Buy |
607
+28
| +5% | +$51.2K | 0.04% | 152 |
|
|
2025
Q1 | $1.07M | Buy |
579
+29
| +5% | +$53.5K | 0.04% | 127 |
|
|
2024
Q4 | $1.1M | Sell |
550
-1
| -0.2% | -$1.99K | 0.04% | 114 |
|
|
2024
Q3 | $1.07M | Buy |
551
+40
| +8% | +$77.7K | 0.04% | 120 |
|
|
2024
Q2 | $761K | Buy |
511
+33
| +7% | +$49.1K | 0.03% | 117 |
|
|
2024
Q1 | $597K | Buy |
478
+35
| +8% | +$43.7K | 0.03% | 116 |
|
|
2023
Q4 | $516K | Buy |
+443
| New | +$516K | 0.02% | 101 |
|
|
2023
Q2 | – | Sell |
-421
| Closed | -$296K | – | 227 |
|
|
2023
Q1 | $296K | Buy |
+421
| New | +$296K | 0.03% | 159 |
|