Marks Group Wealth Management’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
Q2
$8.6M Sell
2025
Q1
$8.98M Sell
2024
Q4
$9.84M Sell
2024
Q3
$9.9M Sell
2024
Q2
$9.16M Sell
2024
Q1
$7.76M Buy
2023
Q4
$7.12M Sell
2023
Q3
$5.54M Sell
2023
Q2
$5.49M Sell
2023
Q1
$4.95M Sell
2022
Q4
$4.26M Sell
2022
Q3
$2.94M Buy
2022
Q2
$2.84M Sell
2022
Q1
$4.66M Buy
2021
Q4
$3.94M Buy
2021
Q3
$3.35M Buy
2021
Q2
$4.13M Buy
2021
Q1
$3.77M Buy
2020
Q4
$3.8M Buy
2020
Q3
$2.95M Buy
2020
Q2
$2.74M Buy
2020
Q1
$1.82M Buy
2019
Q4
$2.14M Buy