Carson Wealth (CWM LLC)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
20,367
-2,154
| -10% | -$371K | 0.01% | 711 |
|
|
2025
Q1 | $4.97M | Buy |
22,521
+165
| +0.7% | +$36.4K | 0.02% | 531 |
|
|
2024
Q4 | $4.59M | Sell |
22,356
-866
| -4% | -$178K | 0.02% | 493 |
|
|
2024
Q3 | $4.17M | Sell |
23,222
-2,152
| -8% | -$387K | 0.02% | 486 |
|
|
2024
Q2 | $3.78M | Buy |
25,374
+2,098
| +9% | +$313K | 0.02% | 478 |
|
|
2024
Q1 | $3.72M | Buy |
23,276
+1,912
| +9% | +$306K | 0.02% | 472 |
|
|
2023
Q4 | $2.84M | Buy |
21,364
+499
| +2% | +$66.3K | 0.02% | 516 |
|
|
2023
Q3 | $2.36M | Buy |
20,865
+1,298
| +7% | +$147K | 0.01% | 509 |
|
|
2023
Q2 | $2.47M | Buy |
19,567
+1,320
| +7% | +$166K | 0.02% | 477 |
|
|
2023
Q1 | $2.06M | Buy |
18,247
+696
| +4% | +$78.7K | 0.01% | 472 |
|
|
2022
Q4 | $1.77M | Buy |
17,551
+2,567
| +17% | +$259K | 0.01% | 466 |
|
|
2022
Q3 | $1.4M | Buy |
14,984
+3,680
| +33% | +$344K | 0.01% | 472 |
|
|
2022
Q2 | $1.01M | Buy |
11,304
+2,037
| +22% | +$181K | 0.01% | 561 |
|
|
2022
Q1 | $940K | Sell |
9,267
-25,560
| -73% | -$2.59M | 0.01% | 574 |
|
|
2021
Q4 | $3.62M | Buy |
+34,827
| New | +$3.62M | 0.03% | 336 |
|
|
2021
Q2 | $3.76M | Hold |
35,145
| – | – | 0.03% | 322 |
|
|
2021
Q1 | $3.76M | Hold |
35,145
| – | – | 0.03% | 322 |
|
|
2020
Q4 | $3.76M | Hold |
35,145
| – | – | 0.03% | 322 |
|
|
2020
Q3 | $3.76M | Hold |
35,145
| – | – | 0.03% | 322 |
|
|
2020
Q2 | $3.76M | Hold |
35,145
| – | – | 0.03% | 322 |
|
|
2020
Q1 | $3.76M | Hold |
35,145
| – | – | 0.03% | 322 |
|
|
2019
Q4 | $3.76M | Hold |
35,145
| – | – | 0.03% | 322 |
|
|
2019
Q3 | $3.76M | Hold |
35,145
| – | – | 0.03% | 322 |
|
|
2019
Q2 | $3.76M | Hold |
35,145
| – | – | 0.03% | 322 |
|
|
2019
Q1 | $3.76M | Buy |
35,145
+32,816
| +1,409% | +$3.51M | 0.03% | 322 |
|
|
2018
Q4 | $171K | Buy |
2,329
+458
| +24% | +$33.6K | ﹤0.01% | 630 |
|
|
2018
Q3 | $154K | Buy |
1,871
+577
| +45% | +$47.5K | ﹤0.01% | 555 |
|
|
2018
Q2 | $96K | Hold |
1,294
| – | – | ﹤0.01% | 523 |
|
|
2018
Q1 | $92K | Buy |
1,294
+1,212
| +1,478% | +$86.2K | ﹤0.01% | 457 |
|
|
2017
Q4 | $5K | Buy |
82
+28
| +52% | +$1.71K | ﹤0.01% | 1083 |
|
|
2017
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 955 |
|
|
2017
Q1 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 935 |
|