Buttonwood Financial Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
12,022
-63
| -0.5% | -$10.9K | 0.83% | 33 |
|
|
2025
Q1 | $2.67M | Sell |
12,085
-286
| -2% | -$63.2K | 1.17% | 23 |
|
|
2024
Q4 | $2.54M | Sell |
12,371
-558
| -4% | -$115K | 1.12% | 26 |
|
|
2024
Q3 | $2.32M | Sell |
12,929
-676
| -5% | -$121K | 1.01% | 30 |
|
|
2024
Q2 | $2.03M | Sell |
13,605
-659
| -5% | -$98.2K | 0.96% | 31 |
|
|
2024
Q1 | $2.28M | Sell |
14,264
-407
| -3% | -$65K | 1.07% | 31 |
|
|
2023
Q4 | $1.95M | Sell |
14,671
-2,826
| -16% | -$375K | 1.06% | 30 |
|
|
2023
Q3 | $1.98M | Sell |
17,497
-766
| -4% | -$86.5K | 1.25% | 22 |
|
|
2023
Q2 | $2.3M | Sell |
18,263
-847
| -4% | -$107K | 1.44% | 18 |
|
|
2023
Q1 | $2.16M | Sell |
19,110
-547
| -3% | -$61.8K | 1.68% | 17 |
|
|
2022
Q4 | $1.99M | Sell |
19,657
-368
| -2% | -$37.2K | 1.67% | 16 |
|
|
2022
Q3 | $1.92M | Sell |
20,025
-94
| -0.5% | -$8.99K | 1.73% | 17 |
|
|
2022
Q2 | $1.79M | Buy |
20,119
+527
| +3% | +$46.9K | 1.61% | 19 |
|
|
2022
Q1 | $1.99M | Buy |
19,592
+841
| +4% | +$85.3K | 1.79% | 16 |
|
|
2021
Q4 | $1.95M | Buy |
+18,751
| New | +$1.95M | 1.9% | 15 |
|