Angeles 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
Q4 | – | Sell |
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|
2025
Q3 | $354K | Sell |
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|
2025
Q2 | $576K | Buy |
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|
2025
Q1 | $713K | Sell |
|
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|
2024
Q4 | $697K | Buy |
|
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|
2024
Q3 | $460K | Buy |
|
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|
2024
Q2 | $312K | Sell |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $225K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $203K | Buy |
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