Wealthspire Advisors (New York)’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 | $1.93M | Sell |
1,056
-169
| -14% | -$309K | 0.01% | 283 |
|
|
2025
Q1 | $2.26M | Sell |
1,225
-66
| -5% | -$122K | 0.01% | 256 |
|
|
2024
Q4 | $2.57M | Sell |
1,291
-66
| -5% | -$131K | 0.03% | 216 |
|
|
2024
Q3 | $2.64M | Sell |
1,357
-46
| -3% | -$89.4K | 0.03% | 209 |
|
|
2024
Q2 | $2.09M | Sell |
1,403
-100
| -7% | -$149K | 0.03% | 201 |
|
|
2024
Q1 | $1.88M | Sell |
1,503
-92
| -6% | -$115K | 0.03% | 212 |
|
|
2023
Q4 | $1.86M | Sell |
1,595
-195
| -11% | -$227K | 0.03% | 208 |
|
|
2023
Q3 | $1.55M | Buy |
+1,790
| New | +$1.55M | 0.03% | 203 |
|