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Whipplewood Advisors’s Fair Isaac FICO Stock Holding History

Whipplewood Advisors’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$36.6K Sell
20
-13
-39% -$23.8K 0.02% 371
2025
Q1 		$53.5K Sell
33
-79
-71% -$128K 0.03% 300
2024
Q4 		$223K Buy
+112
New +$223K 0.13% 148