Angeles 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 | $576K | Buy |
3,341
+114
| +4% | +$19.7K | 0.04% | 168 |
|
|
2025
Q1 | $713K | Sell |
3,227
-167
| -5% | -$36.9K | 0.06% | 114 |
|
|
2024
Q4 | $697K | Buy |
3,394
+835
| +33% | +$172K | 0.06% | 120 |
|
|
2024
Q3 | $460K | Buy |
2,559
+464
| +22% | +$83.4K | 0.04% | 140 |
|
|
2024
Q2 | $312K | Sell |
2,095
-288
| -12% | -$42.9K | 0.03% | 176 |
|
|
2024
Q1 | $381K | Buy |
2,383
+436
| +22% | +$69.7K | 0.04% | 145 |
|
|
2023
Q4 | $259K | Buy |
1,947
+19
| +1% | +$2.52K | 0.03% | 166 |
|
|
2023
Q3 | $218K | Buy |
1,928
+145
| +8% | +$16.4K | 0.03% | 160 |
|
|
2023
Q2 | $225K | Buy |
+1,783
| New | +$225K | 0.03% | 169 |
|
|
2022
Q4 | – | Sell |
-2,170
| Closed | -$203K | – | 216 |
|
|
2022
Q3 | $203K | Buy |
+2,170
| New | +$203K | 0.04% | 161 |
|