Valeo 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 | – | Sell |
-142
| Closed | -$262K | – | 760 |
|
|
2025
Q1 | $262K | Buy |
142
+6
| +4% | +$11.1K | 0.01% | 559 |
|
|
2024
Q4 | $271K | Buy |
136
+4
| +3% | +$7.96K | 0.01% | 564 |
|
|
2024
Q3 | $257K | Buy |
+132
| New | +$257K | 0.01% | 573 |
|
|
2020
Q3 | – | Sell |
-3
| Closed | -$1K | – | 1705 |
|
|
2020
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1791 |
|
|
2020
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1594 |
|