Portside Wealth 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
2026
Q1
Sell
2025
Q4
$242K Sell
2025
Q3
$419K Sell
2025
Q2
$583K Buy
2025
Q1
$315K Buy
2024
Q4
$307K Sell
2024
Q3
$465K Buy
2024
Q2
$320K Sell
2024
Q1
$310K Buy
2023
Q4
$258K Buy