AllSquare 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 | $93.1K | Buy |
540
+45
| +9% | +$7.76K | 0.05% | 159 |
|
|
2025
Q1 | $109K | Sell |
495
-60
| -11% | -$13.3K | 0.06% | 143 |
|
|
2024
Q4 | $114K | Hold |
555
| – | – | 0.07% | 140 |
|
|
2024
Q3 | $99.7K | Hold |
555
| – | – | 0.06% | 152 |
|
|
2024
Q2 | $82.7K | Hold |
555
| – | – | 0.05% | 164 |
|
|
2024
Q1 | $88.7K | Hold |
555
| – | – | 0.05% | 162 |
|
|
2023
Q4 | $73.7K | Hold |
555
| – | – | 0.05% | 173 |
|
|
2023
Q3 | $62.7K | Hold |
555
| – | – | 0.04% | 178 |
|
|
2023
Q2 | $62.7K | Hold |
555
| – | – | 0.04% | 182 |
|
|
2023
Q1 | $62.7K | Sell |
555
-106
| -16% | -$12K | 0.04% | 183 |
|
|
2022
Q4 | $66.8K | Buy |
661
+170
| +35% | +$17.2K | 0.05% | 173 |
|
|
2022
Q3 | $46K | Buy |
491
+310
| +171% | +$29K | 0.03% | 196 |
|
|
2022
Q2 | $16K | Hold |
181
| – | – | 0.01% | 309 |
|
|
2022
Q1 | $18K | Hold |
181
| – | – | 0.01% | 324 |
|
|
2021
Q4 | $19K | Hold |
181
| – | – | 0.01% | 322 |
|
|
2021
Q3 | $20K | Hold |
181
| – | – | 0.01% | 305 |
|
|
2021
Q2 | $19K | Hold |
181
| – | – | 0.01% | 324 |
|
|
2021
Q1 | $22K | Hold |
181
| – | – | 0.01% | 300 |
|
|
2020
Q4 | $21K | Hold |
181
| – | – | 0.01% | 274 |
|
|
2020
Q3 | $19K | Hold |
181
| – | – | 0.01% | 267 |
|
|
2020
Q2 | $18K | Hold |
181
| – | – | 0.01% | 269 |
|
|
2020
Q1 | $17K | Hold |
181
| – | – | 0.01% | 253 |
|
|
2019
Q4 | $21K | Hold |
181
| – | – | 0.01% | 258 |
|
|
2019
Q3 | $19K | Buy |
+181
| New | +$19K | 0.01% | 260 |
|
|
2017
Q1 | – | Sell |
-138
| Closed | -$7K | – | 381 |
|
|
2016
Q4 | $7K | Buy |
+138
| New | +$7K | 0.01% | 251 |
|