Spire Wealth 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
Q2 | $4.52M | Sell |
2,550
-1,327
| -34% | -$2.35M | 0.16% | 119 |
|
|
2025
Q1 | $7.15M | Sell |
3,877
-27
| -0.7% | -$49.8K | 0.23% | 93 |
|
|
2024
Q4 | $7.77M | Sell |
3,904
-1,776
| -31% | -$3.54M | 0.24% | 88 |
|
|
2024
Q3 | $11M | Sell |
5,680
-174
| -3% | -$338K | 0.37% | 57 |
|
|
2024
Q2 | $8.7M | Sell |
5,854
-67
| -1% | -$99.6K | 0.31% | 71 |
|
|
2024
Q1 | $21.1M | Sell |
5,921
-355
| -6% | -$1.27M | 0.38% | 56 |
|
|
2023
Q4 | $7.91M | Buy |
6,276
+978
| +18% | +$1.23M | 0.26% | 80 |
|
|
2023
Q3 | $4.6M | Sell |
5,298
-3,458
| -39% | -$3M | 0.18% | 118 |
|
|
2023
Q2 | $7.09M | Sell |
8,756
-1,122
| -11% | -$908K | 0.26% | 80 |
|
|
2023
Q1 | $6.93M | Buy |
9,878
+9,873
| +197,460% | +$6.93M | 0.27% | 85 |
|
|
2022
Q4 | $3K | Buy |
5
+2
| +67% | +$1.2K | ﹤0.01% | 1959 |
|
|
2022
Q3 | $1K | Sell |
3
-13
| -81% | -$4.33K | ﹤0.01% | 2072 |
|
|
2022
Q2 | $6K | Buy |
16
+3
| +23% | +$1.13K | ﹤0.01% | 2069 |
|
|
2022
Q1 | $6K | Sell |
13
-55
| -81% | -$25.4K | ﹤0.01% | 2185 |
|
|
2021
Q4 | $29K | Buy |
68
+45
| +196% | +$19.2K | ﹤0.01% | 1963 |
|
|
2021
Q3 | $9K | Sell |
23
-494
| -96% | -$193K | ﹤0.01% | 2116 |
|
|
2021
Q2 | $260K | Sell |
517
-47
| -8% | -$23.6K | 0.01% | 838 |
|
|
2021
Q1 | $274K | Buy |
+564
| New | +$274K | 0.01% | 919 |
|