Dakota 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 | $2.17M | Buy |
12,566
+999
| +9% | +$172K | 0.05% | 257 |
|
|
2025
Q1 | $2.55M | Sell |
11,567
-1,422
| -11% | -$314K | 0.06% | 227 |
|
|
2024
Q4 | $2.67M | Buy |
12,989
+375
| +3% | +$77K | 0.06% | 225 |
|
|
2024
Q3 | $2.27M | Sell |
12,614
-465
| -4% | -$83.5K | 0.05% | 252 |
|
|
2024
Q2 | $1.95M | Buy |
13,079
+137
| +1% | +$20.4K | 0.05% | 262 |
|
|
2024
Q1 | $2.07M | Buy |
12,942
+10,757
| +492% | +$1.72M | 0.05% | 256 |
|
|
2023
Q4 | $290K | Buy |
+2,185
| New | +$290K | 0.01% | 526 |
|