Wealth Alliance’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
$658K Sell
360
-6
-2% -$11K 0.07% 241
2025
Q1
$675K Buy
366
+18
+5% +$33.2K 0.08% 220
2024
Q4
$693K Sell
348
-118
-25% -$235K 0.08% 211
2024
Q3
$906K Buy
466
+10
+2% +$19.4K 0.11% 176
2024
Q2
$679K Buy
456
+64
+16% +$95.3K 0.09% 206
2024
Q1
$490K Buy
392
+9
+2% +$11.2K 0.06% 276
2023
Q4
$446K Buy
383
+5
+1% +$5.82K 0.06% 276
2023
Q3
$328K Sell
378
-13
-3% -$11.3K 0.05% 328
2023
Q2
$316K Sell
391
-119
-23% -$96.3K 0.05% 364
2023
Q1
$358K Sell
510
-27
-5% -$19K 0.06% 314
2022
Q4
$321K Sell
537
-3
-0.6% -$1.8K 0.06% 324
2022
Q3
$222K Buy
540
+8
+2% +$3.29K 0.04% 402
2022
Q2
$213K Buy
+532
New +$213K 0.04% 409