True Wealth Design’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
Q4
$6.76K Buy
2025
Q3
Sell
2025
Q2
$3.66K Sell
2025
Q1
$5.53K Sell
2024
Q4
$41.8K Buy
2024
Q3
$38.9K Buy
2024
Q2
$2.98K Buy
2024
Q1
$1.25K Hold
2023
Q4
$1.17K Hold
2023
Q3
$869 Hold
2023
Q2
$810 Hold
2023
Q1
$703 Hold
2022
Q4
$599 Buy