Waverly 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 | $649K | Sell |
355
-11
| -3% | -$20.1K | 0.01% | 733 |
|
|
2025
Q1 | $675K | Buy |
366
+12
| +3% | +$22.1K | 0.01% | 699 |
|
|
2024
Q4 | $705K | Buy |
354
+104
| +42% | +$207K | 0.01% | 593 |
|
|
2024
Q3 | $486K | Sell |
250
-1
| -0.4% | -$1.94K | 0.01% | 589 |
|
|
2024
Q2 | $374K | Buy |
+251
| New | +$374K | 0.01% | 627 |
|