Center for Financial Planning’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Hold |
2,315
| – | – | 0.05% | 121 |
|
|
2025
Q1 | $511K | Buy |
2,315
+18
| +0.8% | +$3.98K | 0.07% | 98 |
|
|
2024
Q4 | $472K | Hold |
2,297
| – | – | 0.06% | 96 |
|
|
2024
Q3 | $413K | Hold |
2,297
| – | – | 0.06% | 104 |
|
|
2024
Q2 | $342K | Buy |
2,297
+22
| +1% | +$3.28K | 0.05% | 112 |
|
|
2024
Q1 | $364K | Buy |
2,275
+48
| +2% | +$7.67K | 0.05% | 112 |
|
|
2023
Q4 | $296K | Hold |
2,227
| – | – | 0.05% | 116 |
|
|
2023
Q3 | $252K | Hold |
2,227
| – | – | 0.05% | 120 |
|
|
2023
Q2 | $281K | Hold |
2,227
| – | – | 0.06% | 115 |
|
|
2023
Q1 | $252K | Buy |
2,227
+435
| +24% | +$49.2K | 0.06% | 119 |
|
|
2022
Q4 | $181K | Buy |
+1,792
| New | +$181K | 0.04% | 135 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$1K | – | 651 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 497 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 499 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 507 |
|
|
2021
Q2 | – | Sell |
-275
| Closed | -$33K | – | 511 |
|
|
2021
Q1 | $33K | Buy |
+275
| New | +$33K | 0.01% | 255 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$9K | – | 493 |
|
|
2020
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 342 |
|