Boomfish Wealth Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
1,201
| – | – | 0.12% | 86 |
|
|
2025
Q1 | $265K | Hold |
1,201
| – | – | 0.17% | 77 |
|
|
2024
Q4 | $247K | Sell |
1,201
-467
| -28% | -$95.9K | 0.15% | 83 |
|
|
2024
Q3 | $300K | Sell |
1,668
-32
| -2% | -$5.75K | 0.18% | 79 |
|
|
2024
Q2 | $253K | Buy |
1,700
+22
| +1% | +$3.28K | 0.16% | 82 |
|
|
2024
Q1 | $268K | Hold |
1,678
| – | – | 0.18% | 80 |
|
|
2023
Q4 | $223K | Buy |
+1,678
| New | +$223K | 0.16% | 82 |
|