WestHill Financial Advisors’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $277K | Hold |
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|
2025
Q3 | $245K | Hold |
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|
2025
Q2 | $300K | Hold |
|
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|
2025
Q1 | $302K | Hold |
|
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|
2024
Q4 | $327K | Sell |
|
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|
2024
Q3 | $323K | Buy |
|
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|
2024
Q2 | $223K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $286K | Hold |
|
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|
2022
Q2 | $279K | Hold |
|
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|
2022
Q1 | $324K | Hold |
|
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|
2021
Q4 | $301K | Hold |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q1 | $339K | Sell |
|
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|
2020
Q4 | $359K | Buy |
|