Laidlaw Wealth Management’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 | $483K | Buy |
264
+94
| +55% | +$172K | 1.39% | 25 |
|
|
2025
Q1 | $314K | Sell |
170
-6
| -3% | -$11.1K | 0.92% | 27 |
|
|
2024
Q4 | $350K | Buy |
176
+38
| +28% | +$75.7K | 0.15% | 131 |
|
|
2024
Q3 | $268K | Buy |
+138
| New | +$268K | 0.13% | 139 |
|
|
2023
Q4 | – | Sell |
-277
| Closed | -$241K | – | 244 |
|
|
2023
Q3 | $241K | Buy |
+277
| New | +$241K | 0.08% | 230 |
|