Drive 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	$916K	Sell	5,311 -347	-6%	-$59.8K	0.2%	100
2025 Q1	$1.25M	Buy	+5,658	New	+$1.25M	0.29%	79
2022 Q1	–	Sell	-4,489	Closed	-$466K	–	174
2021 Q4	$466K	Buy	+4,489	New	+$466K	0.41%	66