Valley Wealth Managers’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
Q3 | $620K | Buy |
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|
2025
Q2 | $563K | Sell |
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|
2025
Q1 | $601K | Sell |
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|
2024
Q4 | $657K | Buy |
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|
2024
Q3 | $639K | Buy |
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|
2024
Q2 | $460K | Sell |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $324K | Buy |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $271K | Buy |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | $240K | Buy |
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