Orion Portfolio Solutions’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.19M | Sell |
645
-880
| -58% | -$1.62M | 0.01% | 989 |
|
|
2024
Q4 | $3.04M | Sell |
1,525
-178
| -10% | -$354K | 0.03% | 509 |
|
|
2024
Q3 | $3.31M | Sell |
1,703
-730
| -30% | -$1.42M | 0.03% | 459 |
|
|
2024
Q2 | $3.62M | Sell |
2,433
-382
| -14% | -$569K | 0.04% | 406 |
|
|
2024
Q1 | $3.52M | Sell |
2,815
-940
| -25% | -$1.17M | 0.04% | 423 |
|
|
2023
Q4 | $4.33M | Sell |
3,755
-241
| -6% | -$278K | 0.05% | 332 |
|
|
2023
Q3 | $3.47M | Buy |
3,996
+1,642
| +70% | +$1.43M | 0.04% | 393 |
|
|
2023
Q2 | $1.9M | Buy |
+2,354
| New | +$1.9M | 0.02% | 675 |
|
|
2020
Q3 | – | Sell |
-26
| Closed | -$11K | – | 969 |
|
|
2020
Q2 | $11K | Sell |
26
-3
| -10% | -$1.27K | ﹤0.01% | 1161 |
|
|
2020
Q1 | $9K | Sell |
29
-4
| -12% | -$1.24K | ﹤0.01% | 1102 |
|
|
2019
Q4 | $12K | Buy |
+33
| New | +$12K | ﹤0.01% | 939 |
|