One Wealth Advisors’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 | $607K | Sell |
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|
2025
Q2 | $815K | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $499K | Sell |
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|
2024
Q3 | $492K | Hold |
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|
2024
Q2 | $442K | Buy |
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|
2024
Q1 | $391K | Buy |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $144K | Sell |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $246K | Buy |
|