Valley Wealth Managers’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 | $563K | Sell |
308
-18
| -6% | -$32.9K | 0.04% | 152 |
|
|
2025
Q1 | $601K | Sell |
326
-4
| -1% | -$7.38K | 0.05% | 145 |
|
|
2024
Q4 | $657K | Buy |
330
+1
| +0.3% | +$1.99K | 0.05% | 143 |
|
|
2024
Q3 | $639K | Buy |
329
+20
| +6% | +$38.9K | 0.05% | 145 |
|
|
2024
Q2 | $460K | Sell |
309
-2
| -0.6% | -$2.98K | 0.04% | 156 |
|
|
2024
Q1 | $389K | Sell |
311
-21
| -6% | -$26.2K | 0.03% | 165 |
|
|
2023
Q4 | $386K | Sell |
332
-41
| -11% | -$47.7K | 0.03% | 150 |
|
|
2023
Q3 | $324K | Buy |
373
+8
| +2% | +$6.95K | 0.03% | 156 |
|
|
2023
Q2 | $295K | Sell |
365
-16
| -4% | -$12.9K | 0.03% | 135 |
|
|
2023
Q1 | $268K | Sell |
381
-41
| -10% | -$28.8K | 0.02% | 138 |
|
|
2022
Q4 | $253K | Sell |
422
-89
| -17% | -$53.3K | 0.02% | 147 |
|
|
2022
Q3 | $211K | Sell |
511
-3
| -0.6% | -$1.24K | 0.02% | 161 |
|
|
2022
Q2 | $206K | Sell |
514
-161
| -24% | -$64.5K | 0.02% | 177 |
|
|
2022
Q1 | $315K | Buy |
675
+49
| +8% | +$22.9K | 0.03% | 154 |
|
|
2021
Q4 | $271K | Buy |
626
+97
| +18% | +$42K | 0.02% | 172 |
|
|
2021
Q3 | $211K | Buy |
529
+51
| +11% | +$20.3K | 0.02% | 181 |
|
|
2021
Q2 | $240K | Buy |
+478
| New | +$240K | 0.02% | 177 |
|