Premier Path Wealth Partners’s Fiserv FI Stock Holding History

Premier Path Wealth Partners’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	$1.44M	Buy
2025 Q2	$464K	Sell
2025 Q1	$606K	Buy
2024 Q4	$511K	Buy
2024 Q3	$435K	Buy
2024 Q2	$351K	Buy
2024 Q1	$372K	Buy
2023 Q4	$304K	Buy