Prestige Wealth Management 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 | $12.8K | Hold |
7
| – | – | ﹤0.01% | 397 |
|
|
2025
Q1 | $12.9K | Sell |
7
-2
| -22% | -$3.69K | ﹤0.01% | 403 |
|
|
2024
Q4 | $17.9K | Hold |
9
| – | – | ﹤0.01% | 371 |
|
|
2024
Q3 | $17.5K | Hold |
9
| – | – | ﹤0.01% | 359 |
|
|
2024
Q2 | $13.4K | Hold |
9
| – | – | ﹤0.01% | 365 |
|
|
2024
Q1 | $11.2K | Buy |
9
+1
| +13% | +$1.25K | ﹤0.01% | 419 |
|
|
2023
Q4 | $9.31K | Buy |
8
+1
| +14% | +$1.16K | ﹤0.01% | 458 |
|
|
2023
Q3 | $6.08K | Hold |
7
| – | – | ﹤0.01% | 538 |
|
|
2023
Q2 | $5.67K | Hold |
7
| – | – | ﹤0.01% | 567 |
|
|
2023
Q1 | $4.92K | Hold |
7
| – | – | ﹤0.01% | 578 |
|
|
2022
Q4 | $4.19K | Buy |
7
+1
| +17% | +$599 | ﹤0.01% | 659 |
|
|
2022
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 729 |
|
|
2022
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $3K | Hold |
6
| – | – | ﹤0.01% | 708 |
|
|
2021
Q4 | $3K | Hold |
6
| – | – | ﹤0.01% | 723 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 790 |
|
|
2021
Q2 | $3K | Hold |
6
| – | – | ﹤0.01% | 724 |
|
|
2021
Q1 | $3K | Hold |
6
| – | – | ﹤0.01% | 719 |
|
|
2020
Q4 | $3K | Hold |
6
| – | – | ﹤0.01% | 686 |
|
|
2020
Q3 | $3K | Hold |
6
| – | – | ﹤0.01% | 616 |
|
|
2020
Q2 | $3K | Hold |
6
| – | – | ﹤0.01% | 599 |
|
|
2020
Q1 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 629 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$2K | – | 728 |
|
|
2018
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 817 |
|