Abacus Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $674K | Buy |
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|
2023
Q1 | $642K | Sell |
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|
2022
Q4 | $741K | Hold |
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|
2022
Q3 | $686K | Hold |
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|
2022
Q2 | $652K | Hold |
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|
2022
Q1 | $743K | Sell |
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|
2021
Q4 | $764K | Hold |
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|
2021
Q3 | $798K | Hold |
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|
2021
Q2 | $786K | Hold |
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|
2021
Q1 | $876K | Hold |
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|
2020
Q4 | $838K | Buy |
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