Curated Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
3,796
+614
| +19% | +$106K | 0.08% | 79 |
|
|
2025
Q1 | $703K | Buy |
3,182
+37
| +1% | +$8.17K | 0.09% | 72 |
|
|
2024
Q4 | $646K | Buy |
3,145
+295
| +10% | +$60.6K | 0.07% | 73 |
|
|
2024
Q3 | $512K | Sell |
2,850
-230
| -7% | -$41.3K | 0.07% | 78 |
|
|
2024
Q2 | $459K | Buy |
+3,080
| New | +$459K | 0.06% | 81 |
|
|
2024
Q1 | – | Sell |
-3,595
| Closed | -$478K | – | 54 |
|
|
2023
Q4 | $478K | Buy |
3,595
+241
| +7% | +$32K | 0.08% | 91 |
|
|
2023
Q3 | $379K | Buy |
3,354
+1,444
| +76% | +$163K | 0.07% | 90 |
|
|
2023
Q2 | $241K | Hold |
1,910
| – | – | 0.05% | 113 |
|
|
2023
Q1 | $216K | Buy |
+1,910
| New | +$216K | 0.05% | 117 |
|