Bison Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $472K | Buy |
2,299
+116
| +5% | +$23.8K | 0.1% | 165 |
|
|
2024
Q3 | $392K | Buy |
+2,183
| New | +$392K | 0.06% | 274 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$238K | – | 468 |
|
|
2021
Q1 | $238K | Sell |
2,000
-1,620
| -45% | -$193K | 0.1% | 213 |
|
|
2020
Q4 | $412K | Buy |
+3,620
| New | +$412K | 0.19% | 130 |
|