United Capital Financial Advisors’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 | $543K | Sell |
297
-17
| -5% | -$31.1K | ﹤0.01% | 750 |
|
|
2025
Q1 | $579K | Buy |
314
+37
| +13% | +$68.2K | 0.01% | 697 |
|
|
2024
Q4 | $551K | Buy |
277
+3
| +1% | +$5.97K | ﹤0.01% | 700 |
|
|
2024
Q3 | $533K | Buy |
274
+9
| +3% | +$17.5K | ﹤0.01% | 711 |
|
|
2024
Q2 | $394K | Sell |
265
-17
| -6% | -$25.3K | ﹤0.01% | 768 |
|
|
2024
Q1 | $352K | Buy |
282
+12
| +4% | +$15K | ﹤0.01% | 825 |
|
|
2023
Q4 | $314K | Buy |
+270
| New | +$314K | ﹤0.01% | 848 |
|
|
2023
Q3 | – | Sell |
-1,252
| Closed | -$1.01M | – | 857 |
|
|
2023
Q2 | $1.01M | Buy |
+1,252
| New | +$1.01M | 0.01% | 544 |
|
|
2019
Q4 | – | Sell |
-346
| Closed | -$105K | – | 1376 |
|
|
2019
Q3 | $105K | Buy |
+346
| New | +$105K | ﹤0.01% | 1226 |
|