Catalyst Financial 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 | $566K | Buy |
3,285
+258
| +9% | +$44.5K | 0.06% | 148 |
|
|
2025
Q1 | $668K | Buy |
3,027
+129
| +4% | +$28.5K | 0.12% | 114 |
|
|
2024
Q4 | $595K | Buy |
2,898
+71
| +3% | +$14.6K | 0.11% | 119 |
|
|
2024
Q3 | $508K | Sell |
2,827
-31
| -1% | -$5.57K | 0.1% | 137 |
|
|
2024
Q2 | $426K | Buy |
2,858
+219
| +8% | +$32.6K | 0.09% | 146 |
|
|
2024
Q1 | $388K | Sell |
2,639
-13
| -0.5% | -$1.91K | 0.1% | 137 |
|
|
2023
Q4 | $352K | Buy |
2,652
+38
| +1% | +$5.05K | 0.1% | 141 |
|
|
2023
Q3 | $295K | Buy |
2,614
+501
| +24% | +$56.6K | 0.1% | 154 |
|
|
2023
Q2 | $267K | Buy |
2,113
+291
| +16% | +$36.7K | 0.1% | 158 |
|
|
2023
Q1 | $206K | Buy |
+1,822
| New | +$206K | 0.09% | 170 |
|