Cornerstone Wealth 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 | $454K | Sell |
2,635
-46
| -2% | -$7.93K | 0.03% | 194 |
|
|
2025
Q1 | $592K | Buy |
2,681
+303
| +13% | +$66.9K | 0.05% | 165 |
|
|
2024
Q4 | $488K | Buy |
2,378
+75
| +3% | +$15.4K | 0.04% | 164 |
|
|
2024
Q3 | $414K | Buy |
2,303
+78
| +4% | +$14K | 0.03% | 181 |
|
|
2024
Q2 | $332K | Buy |
2,225
+43
| +2% | +$6.41K | 0.03% | 193 |
|
|
2024
Q1 | $349K | Buy |
+2,182
| New | +$349K | 0.03% | 177 |
|