Sequoia Financial Advisors’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
Q2
$1.19M Buy
2025
Q1
$1.07M Buy
2024
Q4
$999K Buy
2024
Q3
$810K Buy
2024
Q2
$554K Buy
2024
Q1
$439K Sell
2023
Q4
$513K Buy
2023
Q3
$219K Buy
2023
Q2
$201K Buy