Pathstone Family Office’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$2.2M Buy
2023
Q2
$1.02M Buy
2023
Q1
$874K Sell
2022
Q4
$2.07M Buy
2022
Q3
$1.6M Buy
2022
Q2
$286K Buy
2022
Q1
$515K Hold
2021
Q4
$262K Buy
2021
Q3
$241K Sell
2021
Q2
$305K Buy
2021
Q1
$294K Buy
2019
Q4
Sell
2019
Q3
$29K Hold
2019
Q2
$30K Buy