Carolinas Wealth Consulting’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 |
-233
| Closed | -$51.5K | – | 324 |
|
|
2025
Q1 | $51.5K | Sell |
233
-37
| -14% | -$8.17K | 0.01% | 350 |
|
|
2024
Q4 | $55.5K | Buy |
270
+246
| +1,025% | +$50.5K | 0.01% | 345 |
|
|
2024
Q3 | $4.31K | Buy |
24
+11
| +85% | +$1.98K | ﹤0.01% | 686 |
|
|
2024
Q2 | $1.94K | Sell |
13
-40
| -75% | -$5.96K | ﹤0.01% | 805 |
|
|
2024
Q1 | $8.47K | Buy |
53
+43
| +430% | +$6.87K | ﹤0.01% | 581 |
|
|
2023
Q4 | $1.33K | Hold |
10
| – | – | ﹤0.01% | 794 |
|
|
2023
Q3 | $1.14K | Hold |
10
| – | – | ﹤0.01% | 807 |
|
|
2023
Q2 | $1.26K | Hold |
10
| – | – | ﹤0.01% | 878 |
|
|
2023
Q1 | $1.13K | Hold |
10
| – | – | ﹤0.01% | 874 |
|
|
2022
Q4 | $1.01K | Hold |
10
| – | – | ﹤0.01% | 893 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 815 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 814 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 842 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 876 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 855 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 865 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 866 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 793 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 824 |
|
|
2020
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 567 |
|