Lifeworks 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 | $406K | Buy |
222
+26
| +13% | +$47.6K | 0.06% | 221 |
|
|
2025
Q1 | $361K | Buy |
196
+37
| +23% | +$68.2K | 0.06% | 226 |
|
|
2024
Q4 | $317K | Buy |
159
+28
| +21% | +$55.7K | 0.06% | 224 |
|
|
2024
Q3 | $254K | Sell |
131
-17
| -11% | -$33K | 0.05% | 253 |
|
|
2024
Q2 | $220K | Buy |
+148
| New | +$220K | 0.06% | 209 |
|