Mitchell McLeod Pugh & Williams’s Fair Isaac FICO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
155
-6
-4% -$11K 0.05% 233
2025
Q1
$297K Buy
161
+1
+0.6% +$1.84K 0.06% 221
2024
Q4
$319K Sell
160
-75
-32% -$149K 0.07% 208
2024
Q3
$457K Hold
235
0.1% 185
2024
Q2
$350K Hold
235
0.08% 199
2024
Q1
$294K Hold
235
0.07% 212
2023
Q4
$274K Hold
235
0.07% 211
2023
Q3
$204K Buy
+235
New +$204K 0.06% 239