Private 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
$23.8K Hold
13
0.01% 270
2025
Q1
$24K Hold
13
0.01% 261
2024
Q4
$25.9K Hold
13
0.01% 253
2024
Q3
$25.3K Hold
13
0.01% 245
2024
Q2
$19.4K Buy
13
+6
+86% +$8.93K 0.01% 281
2024
Q1
$8.75K Hold
7
﹤0.01% 448
2023
Q4
$8.15K Buy
+7
New +$8.15K ﹤0.01% 457