Abound Wealth Management’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13.1K Sell
2025
Q2
$21.3K Buy
2025
Q1
$20.8K Sell
2024
Q4
$28.7K Buy
2024
Q3
$24.7K Buy
2024
Q2
$17.9K Sell
2024
Q1
$19.7K Buy
2023
Q4
$15.8K Buy
2023
Q3
$13.2K Sell
2023
Q2
$16.4K Buy
2023
Q1
$9.27K Buy
2022
Q4
$4.85K Buy
2022
Q3
$2.9K Buy