Three Seasons 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
-1,156
Closed -$2.3M 114
2024
Q4
$2.3M Buy
1,156
+287
+33% +$571K 1.12% 27
2024
Q3
$1.69M Buy
+869
New +$1.69M 0.89% 29
2024
Q1
Sell
-858
Closed -$999K 82
2023
Q4
$999K Buy
+858
New +$999K 0.88% 37