Thrive Wealth Management’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 | $227K | Buy |
124
+10
| +9% | +$18.3K | 0.04% | 207 |
|
|
2025
Q1 | $210K | Buy |
+114
| New | +$210K | 0.04% | 207 |
|
|
2024
Q4 | – | Sell |
-217
| Closed | -$422K | – | 208 |
|
|
2024
Q3 | $422K | Sell |
217
-6
| -3% | -$11.7K | 0.08% | 131 |
|
|
2024
Q2 | $332K | Buy |
223
+27
| +14% | +$40.2K | 0.07% | 153 |
|
|
2024
Q1 | $245K | Buy |
196
+7
| +4% | +$8.75K | 0.05% | 183 |
|
|
2023
Q4 | $220K | Buy |
+189
| New | +$220K | 0.05% | 178 |
|