Mitchell & Pahl Private Wealth’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 | $1.67M | Buy |
915
+23
| +3% | +$42K | 0.74% | 53 |
|
|
2025
Q1 | $1.64M | Sell |
892
-273
| -23% | -$503K | 0.77% | 53 |
|
|
2024
Q4 | $2.32M | Sell |
1,165
-2
| -0.2% | -$3.98K | 1.08% | 33 |
|
|
2024
Q3 | $2.27M | Sell |
1,167
-26
| -2% | -$50.5K | 1.06% | 32 |
|
|
2024
Q2 | $1.78M | Sell |
1,193
-24
| -2% | -$35.7K | 0.94% | 39 |
|
|
2024
Q1 | $1.52M | Sell |
1,217
-5
| -0.4% | -$6.25K | 0.8% | 48 |
|
|
2023
Q4 | $1.42M | Sell |
1,222
-40
| -3% | -$46.6K | 0.81% | 45 |
|
|
2023
Q3 | $1.1M | Buy |
1,262
+57
| +5% | +$49.5K | 0.65% | 54 |
|
|
2023
Q2 | $975K | Sell |
1,205
-8
| -0.7% | -$6.47K | 0.59% | 58 |
|
|
2023
Q1 | $852K | Buy |
1,213
+6
| +0.5% | +$4.22K | 0.53% | 64 |
|
|
2022
Q4 | $722K | Buy |
1,207
+33
| +3% | +$19.8K | 0.47% | 80 |
|
|
2022
Q3 | $484K | Buy |
1,174
+85
| +8% | +$35K | 0.36% | 100 |
|
|
2022
Q2 | $437K | Buy |
1,089
+193
| +22% | +$77.4K | 0.3% | 108 |
|
|
2022
Q1 | $418K | Buy |
896
+125
| +16% | +$58.3K | 0.27% | 114 |
|
|
2021
Q4 | $334K | Buy |
+771
| New | +$334K | 0.21% | 127 |
|