SW
SkyOak Wealth’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Hold |
3,097
| – | – | 0.11% | 122 |
|
|
2025
Q1 | $684K | Sell |
3,097
-66
| -2% | -$14.6K | 0.15% | 93 |
|
|
2024
Q4 | $650K | Hold |
3,163
| – | – | 0.14% | 98 |
|
|
2024
Q3 | $568K | Sell |
3,163
-61
| -2% | -$11K | 0.13% | 108 |
|
|
2024
Q2 | $481K | Hold |
3,224
| – | – | 0.11% | 119 |
|
|
2024
Q1 | $515K | Sell |
3,224
-991
| -24% | -$158K | 0.12% | 120 |
|
|
2023
Q4 | $560K | Sell |
4,215
-1,244
| -23% | -$165K | 0.15% | 112 |
|
|
2023
Q3 | $617K | Sell |
5,459
-246
| -4% | -$27.8K | 0.18% | 95 |
|
|
2023
Q2 | $720K | Sell |
5,705
-384
| -6% | -$48.4K | 0.2% | 93 |
|
|
2023
Q1 | $688K | Sell |
6,089
-611
| -9% | -$69.1K | 0.21% | 95 |
|
|
2022
Q4 | $677K | Sell |
6,700
-678
| -9% | -$68.5K | 0.23% | 95 |
|
|
2022
Q3 | $690K | Sell |
7,378
-1,139
| -13% | -$107K | 0.25% | 89 |
|
|
2022
Q2 | $758K | Sell |
8,517
-731
| -8% | -$65.1K | 0.26% | 89 |
|
|
2022
Q1 | $938K | Sell |
9,248
-201
| -2% | -$20.4K | 0.26% | 88 |
|
|
2021
Q4 | $981K | Sell |
9,449
-99
| -1% | -$10.3K | 0.25% | 90 |
|
|
2021
Q3 | $1.04M | Sell |
9,548
-140
| -1% | -$15.2K | 0.28% | 80 |
|
|
2021
Q2 | $1.04M | Sell |
9,688
-251
| -3% | -$26.8K | 0.28% | 81 |
|
|
2021
Q1 | $1.23M | Buy |
+9,939
| New | +$1.23M | 0.34% | 73 |
|