Phillips Financial Management’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
236
+4
| +2% | +$7.31K | 0.03% | 146 |
|
|
2025
Q1 | $428K | Sell |
232
-11
| -5% | -$20.3K | 0.03% | 142 |
|
|
2024
Q4 | $484K | Buy |
243
+5
| +2% | +$9.96K | 0.04% | 133 |
|
|
2024
Q3 | $463K | Buy |
238
+8
| +3% | +$15.5K | 0.04% | 137 |
|
|
2024
Q2 | $342K | Sell |
230
-2
| -0.9% | -$2.98K | 0.03% | 147 |
|
|
2024
Q1 | $290K | Buy |
232
+9
| +4% | +$11.2K | 0.02% | 154 |
|
|
2023
Q4 | $260K | Buy |
+223
| New | +$260K | 0.02% | 155 |
|