Consolidated Planning Corp’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
24,913
+1,480
| +6% | +$255K | 0.54% | 66 |
|
|
2025
Q1 | $5.17M | Buy |
23,433
+639
| +3% | +$141K | 0.71% | 46 |
|
|
2024
Q4 | $4.68M | Buy |
22,794
+321
| +1% | +$65.9K | 0.64% | 53 |
|
|
2024
Q3 | $4.04M | Buy |
22,473
+3,064
| +16% | +$550K | 0.6% | 55 |
|
|
2024
Q2 | $2.89M | Buy |
19,409
+1,333
| +7% | +$199K | 0.48% | 67 |
|
|
2024
Q1 | $2.89M | Buy |
18,076
+354
| +2% | +$56.6K | 0.49% | 62 |
|
|
2023
Q4 | $2.35M | Buy |
17,722
+544
| +3% | +$72.3K | 0.44% | 59 |
|
|
2023
Q3 | $1.94M | Buy |
+17,178
| New | +$1.94M | 0.43% | 63 |
|
|
2021
Q4 | – | Sell |
-122
| Closed | -$13K | – | 201 |
|
|
2021
Q3 | $13K | Buy |
+122
| New | +$13K | 0.01% | 289 |
|