Pinnacle Wealth Management Advisory Group’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Sell
2025
Q2
$324K Buy
2025
Q1
$315K Buy
2024
Q4
$323K Sell
2024
Q3
$317K Buy
2024
Q2
$241K Sell
2024
Q1
$219K Buy
2023
Q4
$201K Buy