Darwin 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 | $1.4M | Buy |
8,098
+3,377
| +72% | +$582K | 0.48% | 63 |
|
|
2025
Q1 | $970K | Hold |
4,721
| – | – | 0.33% | 73 |
|
|
2024
Q4 | $970K | Sell |
4,721
-3,346
| -41% | -$687K | 0.33% | 73 |
|
|
2024
Q3 | $1.45M | Buy |
+8,067
| New | +$1.45M | 0.4% | 68 |
|
|
2024
Q2 | – | Sell |
-9,127
| Closed | -$1.46M | – | 98 |
|
|
2024
Q1 | $1.46M | Sell |
9,127
-1,183
| -11% | -$189K | 0.41% | 69 |
|
|
2023
Q4 | $1.37M | Sell |
10,310
-813
| -7% | -$108K | 0.37% | 70 |
|
|
2023
Q3 | $1.26M | Buy |
11,123
+318
| +3% | +$35.9K | 0.34% | 74 |
|
|
2023
Q2 | $1.37M | Buy |
10,805
+2,329
| +27% | +$296K | 0.35% | 71 |
|
|
2023
Q1 | $993K | Buy |
+8,476
| New | +$993K | 0.27% | 80 |
|
|
2020
Q2 | – | Sell |
-414
| Closed | -$39K | – | 354 |
|
|
2020
Q1 | $39K | Buy |
+414
| New | +$39K | 0.01% | 270 |
|