SkyOak Wealth’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 | $534K | Hold |
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|
2025
Q1 | $684K | Sell |
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|
2024
Q4 | $650K | Hold |
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|
2024
Q3 | $568K | Sell |
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|
2024
Q2 | $481K | Hold |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $617K | Sell |
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|
2023
Q2 | $720K | Sell |
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|
2023
Q1 | $688K | Sell |
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|
2022
Q4 | $677K | Sell |
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|
2022
Q3 | $690K | Sell |
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|
2022
Q2 | $758K | Sell |
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|
2022
Q1 | $938K | Sell |
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|
2021
Q4 | $981K | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.23M | Buy |
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