Phillips Financial Management’s Fair Isaac FICO Stock Holding History

Phillips Financial Management’s Portfolio FICO Stock Details FICO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$335K	Sell
2025 Q2	$431K	Buy
2025 Q1	$428K	Sell
2024 Q4	$484K	Buy
2024 Q3	$463K	Buy
2024 Q2	$342K	Sell
2024 Q1	$290K	Buy
2023 Q4	$260K	Buy