Secure Asset Management’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-260
Closed -$518K 318
2024
Q4
$518K Buy
260
+8
+3% +$15.9K 0.08% 191
2024
Q3
$490K Buy
252
+4
+2% +$7.78K 0.08% 179
2024
Q2
$370K Buy
+248
New +$370K 0.07% 198