9258 Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $806K | Sell |
4,486
-230
| -5% | -$41.3K | 0.12% | 142 |
|
|
2024
Q2 | $703K | Buy |
4,716
+432
| +10% | +$64.4K | 0.11% | 157 |
|
|
2024
Q1 | $685K | Buy |
4,284
+128
| +3% | +$20.5K | 0.11% | 160 |
|
|
2023
Q4 | $552K | Hold |
4,156
| – | – | 0.1% | 168 |
|
|
2023
Q3 | $469K | Buy |
4,156
+259
| +7% | +$29.3K | 0.09% | 185 |
|
|
2023
Q2 | $492K | Buy |
3,897
+561
| +17% | +$70.8K | 0.09% | 187 |
|
|
2023
Q1 | $377K | Buy |
3,336
+315
| +10% | +$35.6K | 0.08% | 219 |
|
|
2022
Q4 | $305K | Sell |
3,021
-1,067
| -26% | -$108K | 0.07% | 250 |
|
|
2022
Q3 | $383K | Sell |
4,088
-341
| -8% | -$31.9K | 0.1% | 195 |
|
|
2022
Q2 | $394K | Buy |
4,429
+638
| +17% | +$56.8K | 0.1% | 208 |
|
|
2022
Q1 | $384K | Buy |
3,791
+1,100
| +41% | +$111K | 0.09% | 232 |
|
|
2021
Q4 | $279K | Buy |
2,691
+56
| +2% | +$5.81K | 0.06% | 302 |
|
|
2021
Q3 | $286K | Buy |
2,635
+349
| +15% | +$37.9K | 0.08% | 270 |
|
|
2021
Q2 | $244K | Buy |
+2,286
| New | +$244K | 0.07% | 297 |
|