AWP
Abacus Wealth Partners’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
4,606
+72
| +2% | +$12.4K | 0.12% | 35 |
|
|
2025
Q1 | $1M | Buy |
4,534
+3,205
| +241% | +$708K | 0.15% | 28 |
|
|
2024
Q4 | $273K | Buy |
1,329
+146
| +12% | +$30K | 0.04% | 69 |
|
|
2024
Q3 | $213K | Buy |
+1,183
| New | +$213K | 0.03% | 87 |
|
|
2023
Q3 | – | Sell |
-5,341
| Closed | -$674K | – | 77 |
|
|
2023
Q2 | $674K | Buy |
5,341
+5
| +0.1% | +$631 | 0.2% | 31 |
|
|
2023
Q1 | $642K | Sell |
5,336
-1,992
| -27% | -$240K | 0.21% | 34 |
|
|
2022
Q4 | $741K | Hold |
7,328
| – | – | 0.26% | 26 |
|
|
2022
Q3 | $686K | Hold |
7,328
| – | – | 0.36% | 27 |
|
|
2022
Q2 | $652K | Hold |
7,328
| – | – | 0.34% | 30 |
|
|
2022
Q1 | $743K | Sell |
7,328
-29
| -0.4% | -$2.94K | 0.33% | 30 |
|
|
2021
Q4 | $764K | Hold |
7,357
| – | – | 0.27% | 38 |
|
|
2021
Q3 | $798K | Hold |
7,357
| – | – | 0.29% | 32 |
|
|
2021
Q2 | $786K | Hold |
7,357
| – | – | 0.31% | 28 |
|
|
2021
Q1 | $876K | Hold |
7,357
| – | – | 0.62% | 22 |
|
|
2020
Q4 | $838K | Buy |
+7,357
| New | +$838K | 0.73% | 21 |
|