Private Wealth Management 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
$19.5K Hold
2025
Q2
$23.8K Hold
2025
Q1
$24K Hold
2024
Q4
$25.9K Hold
2024
Q3
$25.3K Hold
2024
Q2
$19.4K Buy
2024
Q1
$8.75K Hold
2023
Q4
$8.15K Buy