Legacy Wealth Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $492K | Buy |
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|
2025
Q2 | $651K | Buy |
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|
2025
Q1 | $826K | Sell |
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|
2024
Q4 | $780K | Sell |
|
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|
2024
Q3 | $714K | Sell |
|
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|
2024
Q2 | $593K | Sell |
|
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|
2024
Q1 | $728K | Buy |
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|
2023
Q4 | $604K | Sell |
|
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $573K | Sell |
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|
2023
Q1 | $516K | Sell |
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|
2022
Q4 | $462K | Buy |
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|
2022
Q3 | $421K | Buy |
|