San Luis Wealth Advisors’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 | $450K | Hold |
246
| – | – | 0.1% | 105 |
|
|
2025
Q1 | $454K | Hold |
246
| – | – | 0.1% | 94 |
|
|
2024
Q4 | $490K | Hold |
246
| – | – | 0.09% | 96 |
|
|
2024
Q3 | $478K | Hold |
246
| – | – | 0.1% | 97 |
|
|
2024
Q2 | $366K | Buy |
+246
| New | +$366K | 0.09% | 87 |
|
|
2022
Q2 | – | Sell |
-234
| Closed | -$101K | – | 197 |
|
|
2022
Q1 | $101K | Buy |
+234
| New | +$101K | 0.05% | 194 |
|