Ellevest Inc’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Buy |
4,617
+129
| +3% | +$22.2K | 0.13% | 119 |
|
|
2025
Q1 | $991K | Sell |
4,488
-106
| -2% | -$23.4K | 0.07% | 102 |
|
|
2024
Q4 | $944K | Buy |
4,594
+84
| +2% | +$17.3K | 0.05% | 110 |
|
|
2024
Q3 | $810K | Buy |
4,510
+53
| +1% | +$9.52K | 0.04% | 135 |
|
|
2024
Q2 | $664K | Buy |
4,457
+213
| +5% | +$31.7K | 0.04% | 157 |
|
|
2024
Q1 | $678K | Buy |
4,244
+95
| +2% | +$15.2K | 0.04% | 152 |
|
|
2023
Q4 | $551K | Buy |
4,149
+1,303
| +46% | +$173K | 0.04% | 165 |
|
|
2023
Q3 | $321K | Sell |
2,846
-1,496
| -34% | -$169K | 0.02% | 249 |
|
|
2023
Q2 | $548K | Buy |
4,342
+65
| +2% | +$8.2K | 0.04% | 139 |
|
|
2023
Q1 | $483K | Buy |
4,277
+410
| +11% | +$46.3K | 0.04% | 145 |
|
|
2022
Q4 | $391K | Buy |
3,867
+162
| +4% | +$16.4K | 0.03% | 177 |
|
|
2022
Q3 | $347K | Buy |
3,705
+661
| +22% | +$61.9K | 0.03% | 156 |
|
|
2022
Q2 | $271K | Sell |
3,044
-32
| -1% | -$2.85K | 0.03% | 220 |
|
|
2022
Q1 | $312K | Buy |
3,076
+289
| +10% | +$29.3K | 0.03% | 226 |
|
|
2021
Q4 | $289K | Sell |
2,787
-517
| -16% | -$53.6K | 0.03% | 221 |
|
|
2021
Q3 | $358K | Buy |
3,304
+883
| +36% | +$95.7K | 0.03% | 156 |
|
|
2021
Q2 | $259K | Buy |
2,421
+593
| +32% | +$63.4K | 0.03% | 197 |
|
|
2021
Q1 | $218K | Sell |
1,828
-47
| -3% | -$5.61K | 0.03% | 203 |
|
|
2020
Q4 | $213K | Buy |
1,875
+277
| +17% | +$31.5K | 0.03% | 157 |
|
|
2020
Q3 | $165K | Sell |
1,598
-476
| -23% | -$49.1K | 0.03% | 152 |
|
|
2020
Q2 | $202K | Buy |
2,074
+1,009
| +95% | +$98.3K | 0.04% | 114 |
|
|
2020
Q1 | $101K | Buy |
1,065
+442
| +71% | +$41.9K | 0.03% | 139 |
|
|
2019
Q4 | $72K | Buy |
623
+618
| +12,360% | +$71.4K | 0.02% | 134 |
|
|
2019
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 392 |
|