Avion Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Buy |
77
+5
| +7% | +$779 | ﹤0.01% | 416 |
|
|
2025
Q1 | $14K | Hold |
72
| – | – | ﹤0.01% | 333 |
|
|
2024
Q4 | $14K | Buy |
72
+6
| +9% | +$1.17K | ﹤0.01% | 333 |
|
|
2024
Q3 | $11K | Buy |
66
+9
| +16% | +$1.5K | ﹤0.01% | 354 |
|
|
2024
Q2 | $7K | Buy |
57
+9
| +19% | +$1.11K | ﹤0.01% | 398 |
|
|
2024
Q1 | $9K | Buy |
48
+5
| +12% | +$938 | ﹤0.01% | 330 |
|
|
2023
Q4 | $6K | Sell |
43
-24
| -36% | -$3.35K | ﹤0.01% | 361 |
|
|
2023
Q3 | $6K | Buy |
67
+30
| +81% | +$2.69K | ﹤0.01% | 330 |
|
|
2023
Q2 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 419 |
|