Evergreen Private Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Sell |
767
-186
| -20% | -$32.1K | 0.06% | 82 |
|
|
2025
Q1 | $210K | Sell |
953
-3
| -0.3% | -$662 | 0.1% | 66 |
|
|
2024
Q4 | $196K | Sell |
956
-1
| -0.1% | -$205 | 0.09% | 67 |
|
|
2024
Q3 | $172K | Buy |
957
+9
| +0.9% | +$1.62K | 0.08% | 75 |
|
|
2024
Q2 | $141K | Sell |
948
-2
| -0.2% | -$298 | 0.07% | 84 |
|
|
2024
Q1 | $152K | Sell |
950
-279
| -23% | -$44.6K | 0.08% | 83 |
|
|
2023
Q4 | $163K | Buy |
+1,229
| New | +$163K | 0.09% | 73 |
|