Beacon Bridge Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
7,752
-10
| -0.1% | -$1.72K | 0.53% | 43 |
|
|
2025
Q1 | $1.71M | Buy |
7,762
+10
| +0.1% | +$2.21K | 0.73% | 35 |
|
|
2024
Q4 | $1.59M | Hold |
7,752
| – | – | 0.68% | 41 |
|
|
2024
Q3 | $1.39M | Hold |
7,752
| – | – | 0.6% | 41 |
|
|
2024
Q2 | $1.16M | Sell |
7,752
-387
| -5% | -$57.7K | 0.53% | 45 |
|
|
2024
Q1 | $1.3M | Hold |
8,139
| – | – | 0.61% | 39 |
|
|
2023
Q4 | $1.08M | Hold |
8,139
| – | – | 0.54% | 39 |
|
|
2023
Q3 | $919K | Sell |
8,139
-400
| -5% | -$45.2K | 0.49% | 42 |
|
|
2023
Q2 | $1.08M | Hold |
8,539
| – | – | 0.55% | 31 |
|
|
2023
Q1 | $965K | Hold |
8,539
| – | – | 0.58% | 31 |
|
|
2022
Q4 | $863K | Buy |
+8,539
| New | +$863K | 0.63% | 27 |
|