Summit Trail 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 | $468K | Buy |
+256
| New | +$468K | 0.01% | 753 |
|
|
2024
Q4 | – | Sell |
-162
| Closed | -$315K | – | 521 |
|
|
2024
Q3 | $315K | Sell |
162
-29
| -15% | -$56.4K | 0.01% | 530 |
|
|
2024
Q2 | $284K | Buy |
+191
| New | +$284K | 0.01% | 509 |
|
|
2018
Q1 | – | Sell |
-15
| Closed | -$2K | – | 855 |
|
|
2017
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1633 |
|