Bay Harbor 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 | $5.52K | Buy |
32
+11
| +52% | +$1.9K | ﹤0.01% | 173 |
|
|
2025
Q1 | $4.64K | Buy |
21
+4
| +24% | +$883 | ﹤0.01% | 142 |
|
|
2024
Q4 | $3.49K | Hold |
17
| – | – | ﹤0.01% | 139 |
|
|
2024
Q3 | $3.05K | Hold |
17
| – | – | ﹤0.01% | 139 |
|
|
2024
Q2 | $2.53K | Sell |
17
-411
| -96% | -$61.2K | ﹤0.01% | 143 |
|
|
2024
Q1 | $68.4K | Sell |
428
-143
| -25% | -$22.9K | 0.02% | 90 |
|
|
2023
Q4 | $75.9K | Buy |
571
+1
| +0.2% | +$133 | 0.03% | 82 |
|
|
2023
Q3 | $64.4K | Buy |
570
+5
| +0.9% | +$565 | 0.03% | 80 |
|
|
2023
Q2 | $71.3K | Sell |
565
-41
| -7% | -$5.17K | 0.03% | 72 |
|
|
2023
Q1 | $68.5K | Sell |
606
-125
| -17% | -$14.1K | 0.03% | 79 |
|
|
2022
Q4 | $74K | Buy |
731
+5
| +0.7% | +$506 | 0.03% | 74 |
|
|
2022
Q3 | $68K | Buy |
+726
| New | +$68K | 0.03% | 66 |
|