Alpha Family Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Hold |
3,805
| – | – | 0.32% | 55 |
|
|
2025
Q1 | $840K | Hold |
3,805
| – | – | 0.49% | 44 |
|
|
2024
Q4 | $782K | Hold |
3,805
| – | – | 0.44% | 36 |
|
|
2024
Q3 | $684K | Hold |
3,805
| – | – | 0.38% | 50 |
|
|
2024
Q2 | $567K | Hold |
3,805
| – | – | 0.33% | 57 |
|
|
2024
Q1 | $608K | Hold |
3,805
| – | – | 0.37% | 51 |
|
|
2023
Q4 | $505K | Hold |
3,805
| – | – | 0.34% | 55 |
|
|
2023
Q3 | $430K | Hold |
3,805
| – | – | 0.33% | 61 |
|
|
2023
Q2 | $480K | Hold |
3,805
| – | – | 0.34% | 50 |
|
|
2023
Q1 | $430K | Hold |
3,805
| – | – | 0.34% | 54 |
|
|
2022
Q4 | $385K | Buy |
+3,805
| New | +$385K | 0.35% | 56 |
|