SVB Wealth’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 |
-326
| Closed | -$649K | – | 1582 |
|
|
2024
Q4 | $649K | Buy |
+326
| New | +$649K | 0.01% | 380 |
|
|
2024
Q3 | – | Sell |
-348
| Closed | -$518K | – | 221 |
|
|
2024
Q2 | $518K | Sell |
348
-27
| -7% | -$40.2K | 0.01% | 422 |
|
|
2024
Q1 | $469K | Sell |
375
-63
| -14% | -$78.7K | 0.01% | 494 |
|
|
2023
Q4 | $510K | Sell |
438
-62
| -12% | -$72.2K | 0.01% | 469 |
|
|
2023
Q3 | $434K | Sell |
500
-87
| -15% | -$75.6K | 0.01% | 497 |
|
|
2023
Q2 | $475K | Sell |
587
-130
| -18% | -$105K | 0.01% | 505 |
|
|
2023
Q1 | $504K | Sell |
717
-24
| -3% | -$16.9K | 0.01% | 532 |
|
|
2022
Q4 | $443K | Sell |
741
-88
| -11% | -$52.7K | 0.01% | 595 |
|
|
2022
Q3 | $342K | Buy |
+829
| New | +$342K | 0.01% | 647 |
|