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Prasad Wealth Partners’s Fiserv FI Stock Holding History

Prasad Wealth Partners’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$715K Sell
4,149
-80
-2% -$13.8K 0.21% 57
2025
Q1 		$934K Sell
4,229
-108
-2% -$23.9K 0.3% 43
2024
Q4 		$891K Buy
+4,337
New +$891K 0.29% 47