UW
Unique Wealth’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
16,949
+812
| +5% | +$140K | 0.47% | 49 |
|
|
2025
Q1 | $3.56M | Buy |
16,137
+3,384
| +27% | +$747K | 0.67% | 39 |
|
|
2024
Q4 | $2.62M | Buy |
12,753
+1,038
| +9% | +$213K | 0.55% | 41 |
|
|
2024
Q3 | $2.1M | Buy |
11,715
+1,840
| +19% | +$331K | 0.48% | 41 |
|
|
2024
Q2 | $1.47M | Buy |
9,875
+2,219
| +29% | +$331K | 0.39% | 39 |
|
|
2024
Q1 | $1.22M | Buy |
7,656
+1,960
| +34% | +$313K | 0.35% | 40 |
|
|
2023
Q4 | $757K | Buy |
5,696
+948
| +20% | +$126K | 0.25% | 42 |
|
|
2023
Q3 | $536K | Buy |
4,748
+2,824
| +147% | +$319K | 0.22% | 47 |
|
|
2023
Q2 | $243K | Buy |
+1,924
| New | +$243K | 0.11% | 69 |
|