Abound Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3K | Buy |
123
+29
| +31% | +$5.02K | 0.01% | 317 |
|
|
2025
Q1 | $20.8K | Sell |
94
-46
| -33% | -$10.2K | 0.01% | 286 |
|
|
2024
Q4 | $28.7K | Buy |
140
+3
| +2% | +$615 | 0.01% | 230 |
|
|
2024
Q3 | $24.7K | Buy |
137
+17
| +14% | +$3.06K | 0.01% | 254 |
|
|
2024
Q2 | $17.9K | Sell |
120
-3
| -2% | -$449 | 0.01% | 270 |
|
|
2024
Q1 | $19.7K | Buy |
123
+4
| +3% | +$641 | 0.01% | 253 |
|
|
2023
Q4 | $15.8K | Buy |
119
+2
| +2% | +$266 | 0.01% | 307 |
|
|
2023
Q3 | $13.2K | Sell |
117
-13
| -10% | -$1.47K | 0.01% | 289 |
|
|
2023
Q2 | $16.4K | Buy |
130
+48
| +59% | +$6.06K | 0.01% | 249 |
|
|
2023
Q1 | $9.27K | Buy |
82
+34
| +71% | +$3.84K | ﹤0.01% | 295 |
|
|
2022
Q4 | $4.85K | Buy |
48
+17
| +55% | +$1.72K | ﹤0.01% | 362 |
|
|
2022
Q3 | $2.9K | Buy |
+31
| New | +$2.9K | ﹤0.01% | 435 |
|