Centurion Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
6,564
-1,801
| -22% | -$311K | 0.32% | 67 |
|
|
2025
Q1 | $1.72M | Hold |
8,365
| – | – | 0.54% | 44 |
|
|
2024
Q4 | $1.72M | Sell |
8,365
-463
| -5% | -$95.1K | 0.54% | 44 |
|
|
2024
Q3 | $1.59M | Buy |
+8,828
| New | +$1.59M | 0.51% | 46 |
|
|
2024
Q1 | $1.8M | Sell |
11,261
-2,156
| -16% | -$345K | 0.71% | 28 |
|
|
2023
Q4 | $1.78M | Buy |
13,417
+40
| +0.3% | +$5.31K | 0.76% | 24 |
|
|
2023
Q3 | $1.51M | Sell |
13,377
-802
| -6% | -$90.6K | 0.74% | 26 |
|
|
2023
Q2 | $1.79M | Buy |
14,179
+6
| +0% | +$757 | 0.86% | 27 |
|
|
2023
Q1 | $1.6M | Sell |
14,173
-6
| -0% | -$678 | 0.81% | 30 |
|
|
2022
Q4 | $1.43M | Buy |
+14,179
| New | +$1.43M | 0.81% | 28 |
|