Confluence Wealth Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
4,160
+9
| +0.2% | +$1.55K | 0.04% | 210 |
|
|
2025
Q1 | $901K | Buy |
4,151
+925
| +29% | +$201K | 0.06% | 169 |
|
|
2024
Q4 | $666K | Buy |
3,226
+130
| +4% | +$26.8K | 0.04% | 194 |
|
|
2024
Q3 | $556K | Sell |
3,096
-1,167
| -27% | -$210K | 0.04% | 207 |
|
|
2024
Q2 | $635K | Buy |
4,263
+214
| +5% | +$31.9K | 0.05% | 199 |
|
|
2024
Q1 | $647K | Sell |
4,049
-145
| -3% | -$23.2K | 0.06% | 181 |
|
|
2023
Q4 | $557K | Buy |
4,194
+1,079
| +35% | +$143K | 0.06% | 175 |
|
|
2023
Q3 | $352K | Sell |
3,115
-77
| -2% | -$8.7K | 0.07% | 189 |
|
|
2023
Q2 | $403K | Sell |
3,192
-44
| -1% | -$5.55K | 0.09% | 179 |
|
|
2023
Q1 | $366K | Buy |
3,236
+84
| +3% | +$9.5K | 0.09% | 170 |
|
|
2022
Q4 | $319K | Buy |
+3,152
| New | +$319K | 0.08% | 181 |
|
|
2022
Q1 | – | Sell |
-871
| Closed | -$90K | – | 549 |
|
|
2021
Q4 | $90K | Buy |
+871
| New | +$90K | 0.03% | 349 |
|