Avitas Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $420K | Sell |
2,046
-51
| -2% | -$10.5K | 0.06% | 162 |
|
|
2024
Q3 | $377K | Sell |
2,097
-165
| -7% | -$29.6K | 0.05% | 174 |
|
|
2024
Q2 | $337K | Sell |
2,262
-127
| -5% | -$18.9K | 0.05% | 186 |
|
|
2024
Q1 | $382K | Sell |
2,389
-25
| -1% | -$4K | 0.06% | 183 |
|
|
2023
Q4 | $321K | Sell |
2,414
-15
| -0.6% | -$1.99K | 0.05% | 182 |
|
|
2023
Q3 | $274K | Buy |
+2,429
| New | +$274K | 0.05% | 190 |
|
|
2019
Q1 | – | Sell |
-47,647
| Closed | -$3.5M | – | 164 |
|
|
2018
Q4 | $3.5M | Buy |
47,647
+124
| +0.3% | +$9.11K | 1.15% | 24 |
|
|
2018
Q3 | $3.92M | Buy |
47,523
+1,647
| +4% | +$136K | 1.11% | 24 |
|
|
2018
Q2 | $3.4M | Buy |
+45,876
| New | +$3.4M | 1.06% | 25 |
|