Benjamin Edwards Inc’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
18,972
+8,487
| +81% | +$1.46M | 0.04% | 355 |
|
|
2025
Q1 | $2.32M | Sell |
10,485
-84
| -0.8% | -$18.6K | 0.03% | 384 |
|
|
2024
Q4 | $2.17M | Sell |
10,569
-1,053
| -9% | -$216K | 0.03% | 423 |
|
|
2024
Q3 | $2.09M | Buy |
11,622
+11,479
| +8,027% | +$2.06M | 0.03% | 426 |
|
|
2024
Q2 | $21K | Buy |
143
+17
| +13% | +$2.5K | ﹤0.01% | 584 |
|
|
2024
Q1 | $20K | Buy |
+126
| New | +$20K | ﹤0.01% | 571 |
|
|
2023
Q3 | – | Sell |
-36
| Closed | -$5K | – | 650 |
|
|
2023
Q2 | $5K | Hold |
36
| – | – | ﹤0.01% | 609 |
|
|
2023
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 634 |
|
|
2022
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 644 |
|
|
2022
Q3 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 634 |
|
|
2021
Q3 | – | Sell |
-3,778
| Closed | -$404K | – | 541 |
|
|
2021
Q2 | $404K | Buy |
+3,778
| New | +$404K | 0.28% | 118 |
|