WR Wealth Planners’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$569K Sell
2024
Q3
$634K Sell
2024
Q2
$756K Buy
2024
Q1
$609K Buy
2023
Q4
$527K Buy
2023
Q3
$345K Buy
2023
Q2
$4.86K Buy