OCPWS
One Charles Private Wealth Services’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
150
| – | – | 0.08% | 128 |
|
|
2025
Q1 | $277K | Sell |
150
-17
| -10% | -$31.4K | 0.09% | 114 |
|
|
2024
Q4 | $332K | Hold |
167
| – | – | 0.11% | 100 |
|
|
2024
Q3 | $325K | Hold |
167
| – | – | 0.12% | 112 |
|
|
2024
Q2 | $249K | Hold |
167
| – | – | 0.1% | 125 |
|
|
2024
Q1 | $209K | Buy |
+167
| New | +$209K | 0.09% | 140 |
|