Envestnet Portfolio Solutions’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
13,342
-1,685
| -11% | -$291K | 0.01% | 524 |
|
|
2025
Q1 | $3.32M | Sell |
15,027
-18,954
| -56% | -$4.19M | 0.01% | 465 |
|
|
2024
Q4 | $6.98M | Buy |
33,981
+5,727
| +20% | +$1.18M | 0.02% | 320 |
|
|
2024
Q3 | $5.08M | Sell |
28,254
-336
| -1% | -$60.4K | 0.02% | 388 |
|
|
2024
Q2 | $4.26M | Buy |
28,590
+1,487
| +5% | +$222K | 0.01% | 407 |
|
|
2024
Q1 | $4.33M | Sell |
27,103
-1,740
| -6% | -$278K | 0.02% | 413 |
|
|
2023
Q4 | $3.83M | Sell |
28,843
-2,677
| -8% | -$356K | 0.02% | 405 |
|
|
2023
Q3 | $3.56M | Buy |
+31,520
| New | +$3.56M | 0.02% | 392 |
|