Unique Wealth’s Fiserv FI Stock Holding History

Unique Wealth’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 Q2	$2.92M	Buy
2025 Q1	$3.56M	Buy
2024 Q4	$2.62M	Buy
2024 Q3	$2.1M	Buy
2024 Q2	$1.47M	Buy
2024 Q1	$1.22M	Buy
2023 Q4	$757K	Buy
2023 Q3	$536K	Buy
2023 Q2	$243K	Buy