Caitlin John’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,053
| Closed | -$233K | – | 147 |
|
|
2025
Q1 | $233K | Hold |
1,053
| – | – | 0.23% | 117 |
|
|
2024
Q4 | $216K | Hold |
1,053
| – | – | 0.14% | 120 |
|
|
2024
Q3 | $224K | Buy |
1,053
+827
| +366% | +$176K | 0.14% | 124 |
|
|
2024
Q2 | $33.7K | Sell |
226
-17
| -7% | -$2.53K | 0.02% | 290 |
|
|
2024
Q1 | $38.8K | Hold |
243
| – | – | 0.03% | 262 |
|
|
2023
Q4 | $32.3K | Buy |
+243
| New | +$32.3K | 0.03% | 271 |
|