Mount Yale Investment Advisors’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
Sell
2025
Q2
$472K Buy
2018
Q4
Sell
2018
Q3
$64K Buy
2018
Q2
$46K Hold
2018
Q1
$40K Buy