Icon Wealth Advisors’s Fiserv FI Stock Holding History

Icon Wealth Advisors’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$164K	Sell
2025 Q1	$422K	Sell
2024 Q4	$406K	Sell
2024 Q3	$358K	Hold
2024 Q2	$326K	Buy
2024 Q1	$283K	Buy
2023 Q4	$165K	Buy