Confluence Wealth Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $400K | Sell |
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|
2025
Q2 | $717K | Buy |
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|
2025
Q1 | $901K | Buy |
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|
2024
Q4 | $666K | Buy |
|
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|
2024
Q3 | $556K | Sell |
|
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|
2024
Q2 | $635K | Buy |
|
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|
2024
Q1 | $647K | Sell |
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|
2023
Q4 | $557K | Buy |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $90K | Buy |
|