SWM
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Segment Wealth Management’s Fair Isaac FICO Stock Holding History

Segment Wealth Management’s Portfolio FICO Stock Details FICO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.82M Buy
998
+66
+7% +$121K 0.12% 111
2025
Q1 		$1.72M Buy
932
+53
+6% +$97.7K 0.12% 107
2024
Q4 		$1.75M Hold
879
– – 0.12% 103
2024
Q3 		$1.71M Buy
+879
New +$1.71M 0.12% 109