Mitchell & Pahl Private Wealth’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
Q3
$1.4M Buy
2025
Q2
$1.67M Buy
2025
Q1
$1.64M Sell
2024
Q4
$2.32M Sell
2024
Q3
$2.27M Sell
2024
Q2
$1.78M Sell
2024
Q1
$1.52M Sell
2023
Q4
$1.42M Sell
2023
Q3
$1.1M Buy
2023
Q2
$975K Sell
2023
Q1
$852K Buy
2022
Q4
$722K Buy
2022
Q3
$484K Buy
2022
Q2
$437K Buy
2022
Q1
$418K Buy
2021
Q4
$334K Buy