WhitTier Trust Company’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 | $13.1M | Buy |
7,151
+250
| +4% | +$457K | 0.3% | 76 |
|
|
2025
Q1 | $12.7M | Buy |
6,901
+334
| +5% | +$616K | 0.32% | 74 |
|
|
2024
Q4 | $13.1M | Buy |
6,567
+237
| +4% | +$472K | 0.32% | 69 |
|
|
2024
Q3 | $12.3M | Buy |
6,330
+261
| +4% | +$507K | 0.32% | 71 |
|
|
2024
Q2 | $9.03M | Buy |
6,069
+325
| +6% | +$484K | 0.25% | 89 |
|
|
2024
Q1 | $7.18M | Buy |
5,744
+317
| +6% | +$396K | 0.21% | 108 |
|
|
2023
Q4 | $6.32M | Sell |
5,427
-1,038
| -16% | -$1.21M | 0.2% | 110 |
|
|
2023
Q3 | $5.61M | Buy |
6,465
+168
| +3% | +$146K | 0.2% | 111 |
|
|
2023
Q2 | $5.1M | Buy |
6,297
+68
| +1% | +$55K | 0.17% | 121 |
|
|
2023
Q1 | $4.38M | Buy |
6,229
+169
| +3% | +$119K | 0.16% | 132 |
|
|
2022
Q4 | $3.63M | Sell |
6,060
-370
| -6% | -$221K | 0.14% | 145 |
|
|
2022
Q3 | $2.65M | Buy |
6,430
+477
| +8% | +$197K | 0.11% | 167 |
|
|
2022
Q2 | $2.39M | Buy |
5,953
+505
| +9% | +$202K | 0.1% | 179 |
|
|
2022
Q1 | $2.54M | Buy |
5,448
+808
| +17% | +$377K | 0.09% | 179 |
|
|
2021
Q4 | $2.01M | Buy |
4,640
+445
| +11% | +$193K | 0.07% | 206 |
|
|
2021
Q3 | $1.67M | Buy |
4,195
+174
| +4% | +$69.2K | 0.07% | 215 |
|
|
2021
Q2 | $2.02M | Buy |
4,021
+1,281
| +47% | +$644K | 0.08% | 193 |
|
|
2021
Q1 | $1.33M | Buy |
2,740
+262
| +11% | +$127K | 0.06% | 226 |
|
|
2020
Q4 | $1.27M | Buy |
2,478
+382
| +18% | +$195K | 0.06% | 216 |
|
|
2020
Q3 | $892K | Buy |
+2,096
| New | +$892K | 0.05% | 236 |
|