Accurate 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 | $255K | Buy |
1,505
+167
| +12% | +$28.3K | 0.04% | 383 |
|
|
2025
Q1 | $278K | Buy |
1,338
+73
| +6% | +$15.2K | 0.05% | 301 |
|
|
2024
Q4 | $254K | Buy |
1,265
+168
| +15% | +$33.7K | 0.05% | 323 |
|
|
2024
Q3 | $213K | Buy |
+1,097
| New | +$213K | 0.04% | 353 |
|
|
2023
Q2 | – | Sell |
-2,288
| Closed | -$260K | – | 275 |
|
|
2023
Q1 | $260K | Sell |
2,288
-13,881
| -86% | -$1.58M | 0.09% | 208 |
|
|
2022
Q4 | $1.63M | Sell |
16,169
-12,222
| -43% | -$1.23M | 0.6% | 31 |
|
|
2022
Q3 | $2.76M | Buy |
+28,391
| New | +$2.76M | 1.15% | 22 |
|
|
2022
Q2 | – | Sell |
-9,978
| Closed | -$1.01M | – | 165 |
|
|
2022
Q1 | $1.01M | Buy |
9,978
+4,079
| +69% | +$414K | 0.45% | 53 |
|
|
2021
Q4 | $847K | Sell |
5,899
-15
| -0.3% | -$2.15K | 0.69% | 34 |
|
|
2021
Q3 | $851K | Sell |
5,914
-1,364
| -19% | -$196K | 0.74% | 34 |
|
|
2021
Q2 | $778K | Buy |
+7,278
| New | +$778K | 0.68% | 33 |
|