Concord Wealth 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 | $46.9K | Sell |
272
-39
| -13% | -$6.72K | 0.01% | 349 |
|
|
2025
Q1 | $68.7K | Sell |
311
-1,000
| -76% | -$221K | 0.01% | 282 |
|
|
2024
Q4 | $269K | Buy |
1,311
+38
| +3% | +$7.81K | 0.04% | 180 |
|
|
2024
Q3 | $229K | Buy |
1,273
+273
| +27% | +$49K | 0.04% | 194 |
|
|
2024
Q2 | $149K | Sell |
1,000
-532
| -35% | -$79.3K | 0.03% | 219 |
|
|
2024
Q1 | $245K | Buy |
1,532
+348
| +29% | +$55.6K | 0.04% | 191 |
|
|
2023
Q4 | $157K | Sell |
1,184
-526
| -31% | -$69.9K | 0.03% | 232 |
|
|
2023
Q3 | $193K | Sell |
1,710
-64
| -4% | -$7.23K | 0.04% | 201 |
|
|
2023
Q2 | $224K | Buy |
1,774
+151
| +9% | +$19K | 0.05% | 186 |
|
|
2023
Q1 | $183K | Sell |
1,623
-172
| -10% | -$19.4K | 0.05% | 176 |
|
|
2022
Q4 | $181K | Buy |
+1,795
| New | +$181K | 0.05% | 170 |
|
|
2022
Q3 | – | Sell |
-1,905
| Closed | -$169K | – | 492 |
|
|
2022
Q2 | $169K | Buy |
1,905
+520
| +38% | +$46.1K | 0.05% | 180 |
|
|
2022
Q1 | $140K | Sell |
1,385
-1
| -0.1% | -$101 | 0.04% | 238 |
|
|
2021
Q4 | $144K | Buy |
1,386
+218
| +19% | +$22.6K | 0.04% | 244 |
|
|
2021
Q3 | $127K | Sell |
1,168
-108
| -8% | -$11.7K | 0.05% | 116 |
|
|
2021
Q2 | $136K | Buy |
1,276
+63
| +5% | +$6.72K | 0.04% | 185 |
|
|
2021
Q1 | $144K | Buy |
1,213
+96
| +9% | +$11.4K | 0.05% | 162 |
|
|
2020
Q4 | $127K | Buy |
+1,117
| New | +$127K | 0.1% | 113 |
|