RWA Wealth Partners’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$471K Hold
2025
Q1
$603K Sell
2024
Q4
$668K Buy
2024
Q3
$514K Buy
2024
Q2
$424K Buy
2024
Q1
$453K Buy
2023
Q4
$345K Buy
2018
Q2
Sell
2018
Q1
$304K Sell
2017
Q4
$585K Buy
2017
Q3
$572K Buy
2017
Q2
$542K Hold
2017
Q1
$511K Buy