Moneta Group Investment Advisors’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 | $12.5M | Sell |
6,863
-86
| -1% | -$157K | 0.15% | 84 |
|
|
2025
Q1 | $12.8M | Buy |
6,949
+6,622
| +2,025% | +$12.2M | 0.18% | 76 |
|
|
2024
Q4 | $651K | Buy |
327
+72
| +28% | +$143K | 0.01% | 349 |
|
|
2024
Q3 | $496K | Sell |
255
-16
| -6% | -$31.1K | 0.01% | 406 |
|
|
2024
Q2 | $403K | Buy |
271
+91
| +51% | +$135K | 0.01% | 426 |
|
|
2024
Q1 | $225K | Sell |
180
-24
| -12% | -$30K | ﹤0.01% | 553 |
|
|
2023
Q4 | $237K | Buy |
+204
| New | +$237K | ﹤0.01% | 496 |
|
|
2015
Q4 | – | Sell |
-153
| Closed | -$13K | – | 239 |
|
|
2015
Q3 | $13K | Buy |
+153
| New | +$13K | ﹤0.01% | 381 |
|