MWM
Moran Wealth Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
7,792
-56
| -0.7% | -$102K | 0.44% | 68 |
|
|
2025
Q1 | $14.5M | Sell |
7,848
-98
| -1% | -$181K | 0.49% | 63 |
|
|
2024
Q4 | $15.8M | Sell |
7,946
-258
| -3% | -$514K | 0.5% | 66 |
|
|
2024
Q3 | $15.9M | Buy |
8,204
+2,284
| +39% | +$4.44M | 0.49% | 71 |
|
|
2024
Q2 | $8.81M | Buy |
+5,920
| New | +$8.81M | 0.29% | 117 |
|