Atria Wealth Solutions’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
4,897
-11,578
| -70% | -$2M | 0.02% | 707 |
|
|
2025
Q1 | $3.64M | Sell |
16,475
-3,677
| -18% | -$812K | 0.04% | 433 |
|
|
2024
Q4 | $4.14M | Buy |
20,152
+1,893
| +10% | +$389K | 0.05% | 406 |
|
|
2024
Q3 | $3.28M | Sell |
18,259
-283
| -2% | -$50.8K | 0.04% | 466 |
|
|
2024
Q2 | $2.76M | Buy |
18,542
+493
| +3% | +$73.5K | 0.03% | 520 |
|
|
2024
Q1 | $2.88M | Buy |
18,049
+243
| +1% | +$38.8K | 0.03% | 507 |
|
|
2023
Q4 | $2.37M | Buy |
17,806
+5,576
| +46% | +$741K | 0.03% | 550 |
|
|
2023
Q3 | $1.38M | Sell |
12,230
-9
| -0.1% | -$1.02K | 0.02% | 688 |
|
|
2023
Q2 | $1.54M | Sell |
12,239
-497
| -4% | -$62.7K | 0.02% | 666 |
|
|
2023
Q1 | $1.44M | Sell |
12,736
-206
| -2% | -$23.3K | 0.02% | 666 |
|
|
2022
Q4 | $1.31M | Buy |
12,942
+100
| +0.8% | +$10.1K | 0.02% | 646 |
|
|
2022
Q3 | $1.2M | Buy |
+12,842
| New | +$1.2M | 0.02% | 651 |
|
|
2022
Q2 | – | Sell |
-6,118
| Closed | -$620K | – | 1688 |
|
|
2022
Q1 | $620K | Buy |
+6,118
| New | +$620K | 0.01% | 944 |
|