Accurate Wealth Management’s Fiserv Inc FISV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,505	Closed	-$255K	–	500
2025 Q2	$255K	Buy	1,505 +167	+12%	+$30.3K	0.04%	383
2025 Q1	$278K	Buy	1,338 +73	+6%	+$16K	0.05%	301
2024 Q4	$254K	Buy	1,265 +168	+15%	+$34.3K	0.05%	323
2024 Q3	$213K	Buy	+1,097	New	+$181K	0.04%	353
2023 Q2	–	Sell	-2,288	Closed	-$260K	–	275
2023 Q1	$260K	Sell	2,288 -13,881	-86%	-$1.53M	0.09%	208
2022 Q4	$1.63M	Sell	16,169 -12,222	-43%	-$1.22M	0.6%	31
2022 Q3	$2.76M	Buy	+28,391	New	+$2.89M	1.15%	22
2022 Q2	–	Sell	-9,978	Closed	-$1.01M	–	165
2022 Q1	$1.01M	Buy	9,978 +4,079	+69%	+$413K	0.45%	53
2021 Q4	$847K	Sell	5,899 -15	-0.3%	-$1.55K	0.69%	34
2021 Q3	$851K	Sell	5,914 -1,364	-19%	-$152K	0.74%	34
2021 Q2	$778K	Buy	+7,278	New	+$846K	0.68%	33