Baron 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
Q3 | – | Sell |
-1,447
| Closed | -$216K | – | 212 |
|
|
2024
Q2 | $216K | Sell |
1,447
-551
| -28% | -$82.1K | 0.11% | 157 |
|
|
2024
Q1 | $319K | Sell |
1,998
-117
| -6% | -$18.7K | 0.17% | 109 |
|
|
2023
Q4 | $281K | Buy |
2,115
+6
| +0.3% | +$797 | 0.15% | 119 |
|
|
2023
Q3 | $238K | Hold |
2,109
| – | – | 0.15% | 117 |
|
|
2023
Q2 | $266K | Buy |
2,109
+89
| +4% | +$11.2K | 0.17% | 103 |
|
|
2023
Q1 | $228K | Sell |
2,020
-798
| -28% | -$90.2K | 0.16% | 114 |
|
|
2022
Q4 | $285K | Buy |
+2,818
| New | +$285K | 0.22% | 84 |
|