Abundance Wealth Counselors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
11,630
+337
| +3% | +$57.9K | 0.37% | 44 |
|
|
2025
Q1 | $2.45M | Buy |
11,293
+185
| +2% | +$40.2K | 0.51% | 37 |
|
|
2024
Q4 | $2.28M | Sell |
11,108
-203
| -2% | -$41.7K | 0.5% | 32 |
|
|
2024
Q3 | $2.03M | Buy |
+11,311
| New | +$2.03M | 0.42% | 34 |
|
|
2024
Q2 | – | Sell |
-12,479
| Closed | -$1.99M | – | 88 |
|
|
2024
Q1 | $1.99M | Buy |
12,479
+240
| +2% | +$38.3K | 0.46% | 32 |
|
|
2023
Q4 | $1.63M | Sell |
12,239
-123
| -1% | -$16.3K | 0.42% | 41 |
|
|
2023
Q3 | $1.4M | Buy |
+12,362
| New | +$1.4M | 0.4% | 43 |
|
|
2023
Q2 | – | Sell |
-13,584
| Closed | -$1.54M | – | 88 |
|
|
2023
Q1 | $1.54M | Sell |
13,584
-990
| -7% | -$112K | 0.39% | 40 |
|
|
2022
Q4 | $1.47M | Buy |
14,574
+1,195
| +9% | +$121K | 0.4% | 43 |
|
|
2022
Q3 | $1.25M | Buy |
13,379
+23
| +0.2% | +$2.15K | 0.36% | 41 |
|
|
2022
Q2 | $1.19M | Buy |
13,356
+618
| +5% | +$55K | 0.32% | 48 |
|
|
2022
Q1 | $1.29M | Buy |
12,738
+1,534
| +14% | +$156K | 0.35% | 53 |
|
|
2021
Q4 | $1.16M | Buy |
+11,204
| New | +$1.16M | 0.3% | 55 |
|
|
2021
Q3 | – | Sell |
-10,641
| Closed | -$1.14M | – | 63 |
|
|
2021
Q2 | $1.14M | Buy |
10,641
+2,223
| +26% | +$238K | 0.29% | 48 |
|
|
2021
Q1 | $1M | Buy |
8,418
+440
| +6% | +$52.4K | 0.25% | 41 |
|
|
2020
Q4 | $908K | Buy |
7,978
+736
| +10% | +$83.8K | 0.23% | 42 |
|
|
2020
Q3 | $746K | Buy |
7,242
+1,114
| +18% | +$115K | 0.21% | 44 |
|
|
2020
Q2 | $598K | Buy |
+6,128
| New | +$598K | 0.18% | 50 |
|