TD Private Client Wealth’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
553
-4
| -0.7% | -$7.31K | 0.02% | 361 |
|
|
2025
Q1 | $1.03M | Sell |
557
-96
| -15% | -$177K | 0.03% | 345 |
|
|
2024
Q4 | $1.3M | Sell |
653
-817
| -56% | -$1.63M | 0.04% | 304 |
|
|
2024
Q3 | $2.86M | Sell |
1,470
-41
| -3% | -$79.7K | 0.08% | 189 |
|
|
2024
Q2 | $2.25M | Sell |
1,511
-76
| -5% | -$113K | 0.07% | 212 |
|
|
2024
Q1 | $1.98M | Sell |
1,587
-1
| -0.1% | -$1.25K | 0.07% | 237 |
|
|
2023
Q4 | $1.85M | Sell |
1,588
-48
| -3% | -$55.9K | 0.07% | 232 |
|
|
2023
Q3 | $1.42M | Sell |
1,636
-89
| -5% | -$77.3K | 0.06% | 265 |
|
|
2023
Q2 | $1.4M | Sell |
1,725
-909
| -35% | -$736K | 0.06% | 278 |
|
|
2023
Q1 | $1.85M | Sell |
2,634
-112
| -4% | -$78.7K | 0.08% | 233 |
|
|
2022
Q4 | $1.64M | Sell |
2,746
-309
| -10% | -$185K | 0.08% | 247 |
|
|
2022
Q3 | $1.26M | Sell |
3,055
-109
| -3% | -$44.9K | 0.06% | 270 |
|
|
2022
Q2 | $1.27M | Sell |
3,164
-251
| -7% | -$101K | 0.06% | 281 |
|
|
2022
Q1 | $1.59M | Buy |
3,415
+506
| +17% | +$236K | 0.07% | 268 |
|
|
2021
Q4 | $1.26M | Sell |
2,909
-414
| -12% | -$180K | 0.05% | 307 |
|
|
2021
Q3 | $1.32M | Sell |
3,323
-81
| -2% | -$32.2K | 0.06% | 297 |
|
|
2021
Q2 | $1.71M | Buy |
3,404
+108
| +3% | +$54.3K | 0.07% | 261 |
|
|
2021
Q1 | $1.6M | Buy |
3,296
+483
| +17% | +$235K | 0.07% | 264 |
|
|
2020
Q4 | $1.44M | Buy |
2,813
+259
| +10% | +$132K | 0.07% | 264 |
|
|
2020
Q3 | $1.09M | Sell |
2,554
-40
| -2% | -$17K | 0.06% | 279 |
|
|
2020
Q2 | $1.08M | Buy |
2,594
+406
| +19% | +$170K | 0.06% | 270 |
|
|
2020
Q1 | $673K | Buy |
2,188
+62
| +3% | +$19.1K | 0.05% | 285 |
|
|
2019
Q4 | $797K | Buy |
+2,126
| New | +$797K | 0.05% | 295 |
|