One Charles Private Wealth Services’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
Q2
$274K Hold
2025
Q1
$277K Sell
2024
Q4
$332K Hold
2024
Q3
$325K Hold
2024
Q2
$249K Hold
2024
Q1
$209K Buy