Portside Wealth Group’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 | $583K | Buy |
319
+148
| +87% | +$271K | 0.09% | 220 |
|
|
2025
Q1 | $315K | Buy |
171
+17
| +11% | +$31.4K | 0.05% | 320 |
|
|
2024
Q4 | $307K | Sell |
154
-85
| -36% | -$169K | 0.05% | 321 |
|
|
2024
Q3 | $465K | Buy |
239
+24
| +11% | +$46.6K | 0.08% | 236 |
|
|
2024
Q2 | $320K | Sell |
215
-33
| -13% | -$49.1K | 0.06% | 264 |
|
|
2024
Q1 | $310K | Buy |
248
+26
| +12% | +$32.5K | 0.06% | 269 |
|
|
2023
Q4 | $258K | Buy |
+222
| New | +$258K | 0.05% | 293 |
|