Tanglewood Legacy Advisors’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 | $150K | Hold |
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|
2025
Q1 | $193K | Hold |
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|
2024
Q4 | $179K | Hold |
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|
2024
Q3 | $157K | Hold |
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|
2024
Q2 | $130K | Hold |
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|
2024
Q1 | $139K | Hold |
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|
2023
Q4 | $116K | Hold |
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|
2023
Q3 | $98.5K | Hold |
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|
2023
Q2 | $110K | Hold |
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|
2023
Q1 | $98.6K | Hold |
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|
2022
Q4 | $88.1K | Buy |
|