PWM
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Perigon Wealth Management’s Fair Isaac FICO Stock Holding History

Perigon Wealth Management’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 		$219K Sell
120
-44
-27% -$80.4K 0.01% 970
2025
Q1 		$302K Buy
164
+34
+26% +$62.7K 0.01% 807
2024
Q4 		$256K Buy
130
+10
+8% +$19.7K 0.01% 875
2024
Q3 		$233K Buy
+120
New +$233K 0.01% 872