TWM
Tradition Wealth Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
1,308
-10
| -0.8% | -$18.3K | 0.19% | 105 |
|
|
2025
Q1 | $2.43M | Sell |
1,318
-29
| -2% | -$53.5K | 0.21% | 95 |
|
|
2024
Q4 | $2.68M | Hold |
1,347
| – | – | 0.24% | 90 |
|
|
2024
Q3 | $2.62M | Sell |
1,347
-100
| -7% | -$194K | 0.23% | 89 |
|
|
2024
Q2 | $2.15M | Sell |
1,447
-100
| -6% | -$149K | 0.21% | 95 |
|
|
2024
Q1 | $1.93M | Sell |
1,547
-100
| -6% | -$125K | 0.2% | 100 |
|
|
2023
Q4 | $1.92M | Sell |
1,647
-295
| -15% | -$343K | 0.2% | 94 |
|
|
2023
Q3 | $1.69M | Sell |
1,942
-33
| -2% | -$28.7K | 0.2% | 91 |
|
|
2023
Q2 | $1.6M | Buy |
1,975
+475
| +32% | +$384K | 0.19% | 95 |
|
|
2023
Q1 | $1.05M | Hold |
1,500
| – | – | 0.13% | 111 |
|
|
2022
Q4 | $898K | Sell |
1,500
-64
| -4% | -$38.3K | 0.13% | 113 |
|
|
2022
Q3 | $644K | Hold |
1,564
| – | – | 0.1% | 134 |
|
|
2022
Q2 | $627K | Hold |
1,564
| – | – | 0.09% | 140 |
|
|
2022
Q1 | $730K | Hold |
1,564
| – | – | 0.09% | 148 |
|
|
2021
Q4 | $678K | Hold |
1,564
| – | – | 0.09% | 153 |
|
|
2021
Q3 | $622K | Hold |
1,564
| – | – | 0.09% | 152 |
|
|
2021
Q2 | $786K | Hold |
1,564
| – | – | 0.12% | 136 |
|
|
2021
Q1 | $760K | Hold |
1,564
| – | – | 0.13% | 124 |
|
|
2020
Q4 | $799K | Buy |
+1,564
| New | +$799K | 0.15% | 111 |
|