Embree Financial 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 | $1.75M | Buy |
10,135
+4
| +0% | +$690 | 0.26% | 72 |
|
|
2025
Q1 | $2.24M | Buy |
10,131
+31
| +0.3% | +$6.85K | 0.37% | 55 |
|
|
2024
Q4 | $2.07M | Hold |
10,100
| – | – | 0.35% | 53 |
|
|
2024
Q3 | $1.81M | Sell |
10,100
-150
| -1% | -$26.9K | 0.32% | 60 |
|
|
2024
Q2 | $1.53M | Sell |
10,250
-20
| -0.2% | -$2.98K | 0.29% | 65 |
|
|
2024
Q1 | $1.64M | Sell |
10,270
-3,600
| -26% | -$575K | 0.32% | 63 |
|
|
2023
Q4 | $1.84M | Buy |
+13,870
| New | +$1.84M | 0.39% | 57 |
|