True Wealth Design’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 | $3.66K | Sell |
2
-1
| -33% | -$1.83K | ﹤0.01% | 934 |
|
|
2025
Q1 | $5.53K | Sell |
3
-18
| -86% | -$33.2K | ﹤0.01% | 654 |
|
|
2024
Q4 | $41.8K | Buy |
21
+1
| +5% | +$1.99K | 0.02% | 198 |
|
|
2024
Q3 | $38.9K | Buy |
20
+18
| +900% | +$35K | 0.02% | 181 |
|
|
2024
Q2 | $2.98K | Buy |
2
+1
| +100% | +$1.49K | ﹤0.01% | 318 |
|
|
2024
Q1 | $1.25K | Hold |
1
| – | – | ﹤0.01% | 409 |
|
|
2023
Q4 | $1.17K | Hold |
1
| – | – | ﹤0.01% | 343 |
|
|
2023
Q3 | $869 | Hold |
1
| – | – | ﹤0.01% | 337 |
|
|
2023
Q2 | $810 | Hold |
1
| – | – | ﹤0.01% | 352 |
|
|
2023
Q1 | $703 | Hold |
1
| – | – | ﹤0.01% | 455 |
|
|
2022
Q4 | $599 | Buy |
+1
| New | +$599 | ﹤0.01% | 420 |
|