BSW 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 | $607K | Buy |
3,521
+12
| +0.3% | +$2.07K | 0.08% | 136 |
|
|
2025
Q1 | $775K | Sell |
3,509
-228
| -6% | -$50.3K | 0.12% | 104 |
|
|
2024
Q4 | $768K | Buy |
3,737
+354
| +10% | +$72.7K | 0.11% | 111 |
|
|
2024
Q3 | $608K | Buy |
3,383
+314
| +10% | +$56.4K | 0.09% | 123 |
|
|
2024
Q2 | $457K | Buy |
3,069
+248
| +9% | +$37K | 0.08% | 144 |
|
|
2024
Q1 | $451K | Buy |
2,821
+76
| +3% | +$12.1K | 0.08% | 149 |
|
|
2023
Q4 | $365K | Buy |
2,745
+178
| +7% | +$23.6K | 0.07% | 167 |
|
|
2023
Q3 | $290K | Buy |
2,567
+565
| +28% | +$63.8K | 0.06% | 179 |
|
|
2023
Q2 | $253K | Sell |
2,002
-43
| -2% | -$5.42K | 0.05% | 213 |
|
|
2023
Q1 | $231K | Buy |
+2,045
| New | +$231K | 0.05% | 270 |
|
|
2022
Q4 | – | Sell |
-2,728
| Closed | -$255K | – | 317 |
|
|
2022
Q3 | $255K | Buy |
2,728
+226
| +9% | +$21.1K | 0.06% | 215 |
|
|
2022
Q2 | $223K | Buy |
2,502
+233
| +10% | +$20.8K | 0.05% | 240 |
|
|
2022
Q1 | $230K | Buy |
+2,269
| New | +$230K | 0.06% | 248 |
|
|
2021
Q4 | – | Sell |
-2,705
| Closed | -$293K | – | 264 |
|
|
2021
Q3 | $293K | Buy |
+2,705
| New | +$293K | 0.08% | 186 |
|