Valeo Financial Advisors’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
$328K Buy
2025
Q2
Sell
2025
Q1
$262K Buy
2024
Q4
$271K Buy
2024
Q3
$257K Buy
2020
Q3
Sell
2020
Q2
$1K Hold
2020
Q1
$1K Buy