Aaron Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
2,735
-450
| -14% | -$77.6K | 0.05% | 247 |
|
|
2025
Q1 | $703K | Buy |
3,185
+193
| +6% | +$42.6K | 0.08% | 158 |
|
|
2024
Q4 | $615K | Buy |
2,992
+333
| +13% | +$68.4K | 0.07% | 168 |
|
|
2024
Q3 | $478K | Buy |
2,659
+521
| +24% | +$93.6K | 0.06% | 201 |
|
|
2024
Q2 | $319K | Buy |
2,138
+387
| +22% | +$57.7K | 0.04% | 225 |
|
|
2024
Q1 | $280K | Buy |
+1,751
| New | +$280K | 0.04% | 236 |
|
|
2022
Q2 | – | Sell |
-61,042
| Closed | -$602K | – | 425 |
|
|
2022
Q1 | $602K | Buy |
+61,042
| New | +$602K | 0.01% | 473 |
|