Cornerstone Planning Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2K | Buy |
314
+6
| +2% | +$806 | 0.01% | 272 |
|
|
2025
Q1 | $66.9K | Buy |
308
+278
| +927% | +$60.4K | 0.02% | 193 |
|
|
2024
Q4 | $6.39K | Buy |
30
+4
| +15% | +$853 | ﹤0.01% | 529 |
|
|
2024
Q3 | $5.22K | Buy |
26
+5
| +24% | +$1.01K | ﹤0.01% | 559 |
|
|
2024
Q2 | $3.25K | Buy |
21
+12
| +133% | +$1.86K | ﹤0.01% | 660 |
|
|
2024
Q1 | $1.34K | Buy |
+9
| New | +$1.34K | ﹤0.01% | 725 |
|