NewEdge Wealth’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 | $218K | Sell |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $2.64M | Sell |
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|
2024
Q4 | $3.26M | Sell |
|
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|
2024
Q3 | $6.3M | Buy |
|
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|
2024
Q2 | $4.35M | Buy |
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|
2024
Q1 | $3.35M | Buy |
|
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|
2023
Q4 | $2.87M | Buy |
|
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|
2023
Q3 | $2.06M | Buy |
|
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|
2023
Q2 | $1.76M | Sell |
|
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|
2023
Q1 | $2.36M | Buy |
|
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|
2022
Q4 | $2M | Buy |
|
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|
2022
Q3 | $1.3M | Buy |
|
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|
2022
Q2 | $1.21M | Buy |
|
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|
2022
Q1 | $865K | Buy |
|
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|
2021
Q4 | $621K | Sell |
|
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|
2021
Q3 | $627K | Buy |
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|
2021
Q2 | $710K | Buy |
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|
2021
Q1 | $664K | Buy |
|