Argonautica Private 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 | $1.01M | Sell |
5,842
-7
| -0.1% | -$1.21K | 0.32% | 68 |
|
|
2025
Q1 | $1.29M | Buy |
5,849
+2,990
| +105% | +$660K | 0.44% | 55 |
|
|
2024
Q4 | $587K | Hold |
2,859
| – | – | 0.19% | 101 |
|
|
2024
Q3 | $514K | Sell |
2,859
-3,969
| -58% | -$713K | 0.17% | 111 |
|
|
2024
Q2 | $1.02M | Hold |
6,828
| – | – | 0.35% | 64 |
|
|
2024
Q1 | $1.09M | Buy |
6,828
+2,700
| +65% | +$432K | 0.39% | 58 |
|
|
2023
Q4 | $548K | Hold |
4,128
| – | – | 0.22% | 88 |
|
|
2023
Q3 | $466K | Buy |
4,128
+101
| +3% | +$11.4K | 0.21% | 96 |
|
|
2023
Q2 | $508K | Buy |
4,027
+33
| +0.8% | +$4.16K | 0.23% | 86 |
|
|
2023
Q1 | $451K | Hold |
3,994
| – | – | 0.23% | 83 |
|
|
2022
Q4 | $404K | Buy |
+3,994
| New | +$404K | 0.21% | 92 |
|