Atlantic Edge 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 | $3.18M | Sell |
18,423
-715
| -4% | -$123K | 0.87% | 31 |
|
|
2025
Q1 | $4.23M | Sell |
19,138
-30
| -0.2% | -$6.63K | 1.29% | 19 |
|
|
2024
Q4 | $3.94M | Sell |
19,168
-542
| -3% | -$111K | 1.22% | 21 |
|
|
2024
Q3 | $3.54M | Buy |
19,710
+115
| +0.6% | +$20.7K | 1.08% | 20 |
|
|
2024
Q2 | $2.92M | Sell |
19,595
-140
| -0.7% | -$20.9K | 0.98% | 23 |
|
|
2024
Q1 | $3.15M | Buy |
19,735
+335
| +2% | +$53.5K | 1.08% | 21 |
|
|
2023
Q4 | $2.58M | Buy |
+19,400
| New | +$2.58M | 1.05% | 22 |
|