Opal 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 | $237K | Sell |
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|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $734K | Sell |
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|
2024
Q4 | $704K | Sell |
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|
2024
Q3 | $684K | Sell |
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|
2024
Q2 | $605K | Sell |
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|
2024
Q1 | $702K | Buy |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $439K | Buy |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $284K | Buy |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $258K | Buy |
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