Activest 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 | $5.35K | Sell |
31
-99
| -76% | -$17.1K | ﹤0.01% | 539 |
|
|
2025
Q1 | $28.7K | Buy |
130
+126
| +3,150% | +$27.8K | 0.01% | 243 |
|
|
2024
Q4 | $822 | Buy |
+4
| New | +$822 | ﹤0.01% | 481 |
|
|
2024
Q3 | – | Sell |
-51
| Closed | -$7.6K | – | 654 |
|
|
2024
Q2 | $7.6K | Hold |
51
| – | – | ﹤0.01% | 317 |
|
|
2024
Q1 | $8.15K | Hold |
51
| – | – | ﹤0.01% | 230 |
|
|
2023
Q4 | $6.78K | Hold |
51
| – | – | ﹤0.01% | 216 |
|
|
2023
Q3 | $5.76K | Sell |
51
-333
| -87% | -$37.6K | ﹤0.01% | 217 |
|
|
2023
Q2 | $44.9K | Buy |
384
+333
| +653% | +$38.9K | 0.03% | 78 |
|
|
2023
Q1 | $5.77K | Buy |
+51
| New | +$5.77K | ﹤0.01% | 205 |
|
|
2022
Q3 | – | Sell |
-51
| Closed | -$5K | – | 499 |
|
|
2022
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 253 |
|
|
2022
Q1 | $5K | Hold |
51
| – | – | ﹤0.01% | 254 |
|
|
2021
Q4 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 253 |
|