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Peak Financial Advisors’s Fair Isaac FICO Stock Holding History

Peak Financial Advisors’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.37M Sell
1,297
-263
-17% -$481K 1.21% 32
2025
Q1 		$2.88M Buy
+1,560
New +$2.88M 1.46% 24