3Chopt Investment Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
2,169
-150
| -6% | -$25.9K | 0.09% | 165 |
|
|
2025
Q1 | $512K | Buy |
+2,319
| New | +$512K | 0.13% | 133 |
|
|
2024
Q3 | – | Sell |
-2,148
| Closed | -$320K | – | 109 |
|
|
2024
Q2 | $320K | Buy |
+2,148
| New | +$320K | 0.1% | 153 |
|
|
2024
Q1 | – | Sell |
-1,833
| Closed | -$243K | – | 101 |
|
|
2023
Q4 | $243K | Buy |
+1,833
| New | +$243K | 0.09% | 155 |
|
|
2023
Q1 | – | Sell |
-1,448
| Closed | -$146K | – | 188 |
|
|
2022
Q4 | $146K | Buy |
+1,448
| New | +$146K | 0.08% | 144 |
|