National Wealth Management Group’s Fair Isaac FICO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-166	Closed	-$323K	–	159
2024 Q3	$323K	Buy	+166	New	+$323K	0.22%	109