WestHill Financial 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 | $300K | Hold |
164
| – | – | 0.06% | 57 |
|
|
2025
Q1 | $302K | Hold |
164
| – | – | 0.07% | 54 |
|
|
2024
Q4 | $327K | Sell |
164
-2
| -1% | -$3.98K | 0.07% | 54 |
|
|
2024
Q3 | $323K | Buy |
166
+16
| +11% | +$31.1K | 0.07% | 57 |
|
|
2024
Q2 | $223K | Buy |
+150
| New | +$223K | 0.05% | 64 |
|
|
2022
Q4 | – | Sell |
-695
| Closed | -$286K | – | 119 |
|
|
2022
Q3 | $286K | Hold |
695
| – | – | 0.1% | 46 |
|
|
2022
Q2 | $279K | Hold |
695
| – | – | 0.09% | 45 |
|
|
2022
Q1 | $324K | Hold |
695
| – | – | 0.09% | 45 |
|
|
2021
Q4 | $301K | Hold |
695
| – | – | 0.09% | 49 |
|
|
2021
Q3 | $277K | Buy |
+695
| New | +$277K | 0.09% | 45 |
|
|
2021
Q1 | $339K | Sell |
697
-6
| -0.9% | -$2.92K | 0.12% | 36 |
|
|
2020
Q4 | $359K | Buy |
+703
| New | +$359K | 0.14% | 33 |
|