THWM
Taylor Hoffman Wealth Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.36M | Buy |
5,586
+11
| +0.2% | +$16.5K | 3.41% | 6 |
|
|
2024
Q1 | $6.97M | Sell |
5,575
-126
| -2% | -$157K | 2.96% | 6 |
|
|
2023
Q4 | $6.64M | Sell |
5,701
-187
| -3% | -$218K | 2.99% | 7 |
|
|
2023
Q3 | $5.11M | Sell |
5,888
-45
| -0.8% | -$39.1K | 2.64% | 9 |
|
|
2023
Q2 | $4.8M | Buy |
5,933
+89
| +2% | +$72K | 2.4% | 11 |
|
|
2023
Q1 | $4.11M | Sell |
5,844
-305
| -5% | -$214K | 2.25% | 13 |
|
|
2022
Q4 | $3.68M | Sell |
6,149
-343
| -5% | -$205K | 2.25% | 12 |
|
|
2022
Q3 | $2.68M | Buy |
6,492
+6
| +0.1% | +$2.47K | 1.4% | 21 |
|
|
2022
Q2 | $2.65M | Sell |
6,486
-98
| -1% | -$40K | 1.3% | 27 |
|
|
2022
Q1 | $3.07M | Buy |
+6,584
| New | +$3.07M | 1.23% | 33 |
|