1858 Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
1,236
-34
| -3% | -$5.86K | 0.16% | 111 |
|
|
2025
Q1 | $280K | Sell |
1,270
-197
| -13% | -$43.5K | 0.24% | 82 |
|
|
2024
Q4 | $301K | Sell |
1,467
-13
| -0.9% | -$2.67K | 0.24% | 87 |
|
|
2024
Q3 | $266K | Sell |
1,480
-30
| -2% | -$5.39K | 0.22% | 89 |
|
|
2024
Q2 | $225K | Sell |
1,510
-96
| -6% | -$14.3K | 0.19% | 107 |
|
|
2024
Q1 | $213K | Hold |
1,606
| – | – | 0.2% | 112 |
|
|
2023
Q4 | $213K | Buy |
+1,606
| New | +$213K | 0.2% | 112 |
|