Castleview 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 | $234K | Buy |
+1,356
| New | +$234K | 0.15% | 153 |
|
|
2025
Q1 | – | Sell |
-2,579
| Closed | -$531K | – | 302 |
|
|
2024
Q4 | $531K | Buy |
2,579
+13
| +0.5% | +$2.68K | 0.29% | 88 |
|
|
2024
Q3 | $461K | Buy |
2,566
+82
| +3% | +$14.7K | 0.27% | 92 |
|
|
2024
Q2 | $370K | Buy |
2,484
+955
| +62% | +$142K | 0.21% | 111 |
|
|
2024
Q1 | $244K | Buy |
1,529
+416
| +37% | +$66.5K | 0.14% | 162 |
|
|
2023
Q4 | $148K | Buy |
1,113
+488
| +78% | +$64.8K | 0.1% | 157 |
|
|
2023
Q3 | $70.6K | Buy |
625
+86
| +16% | +$9.72K | 0.07% | 210 |
|
|
2023
Q2 | $68K | Buy |
539
+225
| +72% | +$28.4K | 0.06% | 222 |
|
|
2023
Q1 | $35.5K | Buy |
314
+3
| +1% | +$339 | 0.03% | 291 |
|
|
2022
Q4 | $31.4K | Buy |
311
+153
| +97% | +$15.5K | 0.03% | 267 |
|
|
2022
Q3 | $15K | Sell |
158
-42
| -21% | -$3.99K | 0.01% | 343 |
|
|
2022
Q2 | $1.71K | Buy |
+200
| New | +$1.71K | ﹤0.01% | 642 |
|
|
2022
Q1 | – | Sell |
-214,326
| Closed | -$2.07K | – | 821 |
|
|
2021
Q4 | $2.07K | Buy |
+214,326
| New | +$2.07K | 0.02% | 277 |
|