Legend Financial Advisors’s Fiserv FI Stock Holding History

Legend Financial 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 Q3	$882K	Sell
2025 Q2	$1.24M	Hold
2025 Q1	$1.59M	Hold
2024 Q4	$1.48M	Sell
2024 Q3	$1.35M	Hold
2024 Q2	$1.12M	Hold
2024 Q1	$1.2M	Hold
2023 Q4	$1,000K	Hold
2023 Q3	$850K	Sell
2023 Q2	$1.01M	Buy