Wealth Enhancement Advisory Services’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
8,895
+3,810
| +75% | +$7.07M | 0.03% | 479 |
|
|
2025
Q1 | $9.38M | Buy |
5,085
+3,433
| +208% | +$6.33M | 0.02% | 602 |
|
|
2024
Q4 | $3.29M | Sell |
1,652
-5,785
| -78% | -$11.5M | 0.01% | 953 |
|
|
2024
Q3 | $14.5M | Buy |
7,437
+6,018
| +424% | +$11.7M | 0.03% | 423 |
|
|
2024
Q2 | $2.11M | Buy |
1,419
+280
| +25% | +$417K | 0.01% | 960 |
|
|
2024
Q1 | $1.42M | Buy |
1,139
+92
| +9% | +$115K | ﹤0.01% | 1094 |
|
|
2023
Q4 | $1.22M | Sell |
1,047
-715
| -41% | -$832K | ﹤0.01% | 1089 |
|
|
2023
Q3 | $1.53M | Buy |
1,762
+1,144
| +185% | +$994K | 0.01% | 951 |
|
|
2023
Q2 | $500K | Buy |
+618
| New | +$500K | 0.01% | 352 |
|
|
2023
Q1 | – | Sell |
-1,529
| Closed | -$985K | – | 534 |
|
|
2022
Q4 | $985K | Buy |
+1,529
| New | +$985K | 0.01% | 225 |
|
|
2019
Q4 | – | Sell |
-3,539
| Closed | -$1.09M | – | 220 |
|
|
2019
Q3 | $1.09M | Buy |
+3,539
| New | +$1.09M | 0.04% | 151 |
|
|
2019
Q2 | – | Sell |
-4,351
| Closed | -$1.24M | – | 224 |
|
|
2019
Q1 | $1.24M | Buy |
+4,351
| New | +$1.24M | 0.07% | 117 |
|