Connecticut 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 | $443K | Hold |
2,568
| – | – | 0.02% | 224 |
|
|
2025
Q1 | $567K | Sell |
2,568
-1
| -0% | -$221 | 0.03% | 199 |
|
|
2024
Q4 | $528K | Buy |
2,569
+184
| +8% | +$37.8K | 0.03% | 181 |
|
|
2024
Q3 | $428K | Hold |
2,385
| – | – | 0.02% | 230 |
|
|
2024
Q2 | $355K | Sell |
2,385
-60
| -2% | -$8.94K | 0.02% | 245 |
|
|
2024
Q1 | $391K | Sell |
2,445
-10
| -0.4% | -$1.6K | 0.02% | 242 |
|
|
2023
Q4 | $326K | Buy |
2,455
+350
| +17% | +$46.5K | 0.02% | 256 |
|
|
2023
Q3 | $238K | Buy |
2,105
+352
| +20% | +$39.8K | 0.02% | 261 |
|
|
2023
Q2 | $221K | Buy |
+1,753
| New | +$221K | 0.02% | 238 |
|