Tradition Wealth Management’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.39M Sell
2025
Q1
$2.43M Sell
2024
Q4
$2.68M Hold
2024
Q3
$2.62M Sell
2024
Q2
$2.15M Sell
2024
Q1
$1.93M Sell
2023
Q4
$1.92M Sell
2023
Q3
$1.69M Sell
2023
Q2
$1.6M Buy
2023
Q1
$1.05M Hold
2022
Q4
$898K Sell
2022
Q3
$644K Hold
2022
Q2
$627K Hold
2022
Q1
$730K Hold
2021
Q4
$678K Hold
2021
Q3
$622K Hold
2021
Q2
$786K Hold
2021
Q1
$760K Hold
2020
Q4
$799K Buy