Icon Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Sell |
952
-957
| -50% | -$165K | 0.01% | 406 |
|
|
2025
Q1 | $422K | Sell |
1,909
-66
| -3% | -$14.6K | 0.03% | 236 |
|
|
2024
Q4 | $406K | Sell |
1,975
-19
| -1% | -$3.9K | 0.03% | 248 |
|
|
2024
Q3 | $358K | Hold |
1,994
| – | – | 0.03% | 261 |
|
|
2024
Q2 | $326K | Buy |
1,994
+225
| +13% | +$36.8K | 0.03% | 270 |
|
|
2024
Q1 | $283K | Buy |
1,769
+530
| +43% | +$84.7K | 0.03% | 291 |
|
|
2023
Q4 | $165K | Buy |
+1,239
| New | +$165K | 0.02% | 342 |
|