Chemistry 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 | – | Sell |
-1,644
| Closed | -$363K | – | 199 |
|
|
2025
Q1 | $363K | Hold |
1,644
| – | – | 0.08% | 122 |
|
|
2024
Q4 | $338K | Hold |
1,644
| – | – | 0.08% | 126 |
|
|
2024
Q3 | $295K | Buy |
1,644
+133
| +9% | +$23.9K | 0.07% | 136 |
|
|
2024
Q2 | $225K | Hold |
1,511
| – | – | 0.06% | 149 |
|
|
2024
Q1 | $241K | Hold |
1,511
| – | – | 0.07% | 144 |
|
|
2023
Q4 | $201K | Buy |
+1,511
| New | +$201K | 0.06% | 147 |
|