Accurate 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 | – | Sell |
|
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|
2025
Q2 | $255K | Buy |
|
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|
2025
Q1 | $278K | Buy |
|
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|
2024
Q4 | $254K | Buy |
|
|||||
|
2024
Q3 | $213K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $260K | Sell |
|
|||||
|
2022
Q4 | $1.63M | Sell |
|
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|
2022
Q3 | $2.76M | Buy |
|
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|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $1.01M | Buy |
|
|||||
|
2021
Q4 | $847K | Sell |
|
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|
2021
Q3 | $851K | Sell |
|
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|
2021
Q2 | $778K | Buy |
|