YHB Investment 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
Q1 | – | Sell |
-178
| Closed | -$354K | – | 295 |
|
|
2024
Q4 | $354K | Sell |
178
-13
| -7% | -$25.9K | 0.03% | 217 |
|
|
2024
Q3 | $371K | Sell |
191
-26
| -12% | -$50.5K | 0.03% | 221 |
|
|
2024
Q2 | $323K | Sell |
217
-16
| -7% | -$23.8K | 0.03% | 229 |
|
|
2024
Q1 | $291K | Hold |
233
| – | – | 0.03% | 235 |
|
|
2023
Q4 | $271K | Sell |
233
-47
| -17% | -$54.7K | 0.03% | 234 |
|
|
2023
Q3 | $243K | Sell |
280
-32
| -10% | -$27.8K | 0.02% | 249 |
|
|
2023
Q2 | $252K | Sell |
312
-22
| -7% | -$17.8K | 0.02% | 249 |
|
|
2023
Q1 | $235K | Buy |
+334
| New | +$235K | 0.02% | 261 |
|