Meritas 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 | $1.71M | Sell |
938
-230
| -20% | -$420K | 0.94% | 16 |
|
|
2025
Q1 | $2.15M | Hold |
1,168
| – | – | 1.26% | 14 |
|
|
2024
Q4 | $2.33M | Sell |
1,168
-47
| -4% | -$93.6K | 1.4% | 14 |
|
|
2024
Q3 | $2.36M | Hold |
1,215
| – | – | 1.46% | 14 |
|
|
2024
Q2 | $1.81M | Hold |
1,215
| – | – | 1.28% | 14 |
|
|
2024
Q1 | $1.52M | Hold |
1,215
| – | – | 1.06% | 16 |
|
|
2023
Q4 | $1.41M | Sell |
1,215
-5
| -0.4% | -$5.82K | 1.06% | 17 |
|
|
2023
Q3 | $1.06M | Hold |
1,220
| – | – | 0.81% | 16 |
|
|
2023
Q2 | $987K | Hold |
1,220
| – | – | 0.74% | 17 |
|
|
2023
Q1 | $857K | Sell |
1,220
-200
| -14% | -$141K | 0.67% | 19 |
|
|
2022
Q4 | $850K | Buy |
+1,420
| New | +$850K | 0.7% | 19 |
|