Evergreen Wealth 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 | $560K | Buy |
3,249
+586
| +22% | +$101K | 0.34% | 56 |
|
|
2025
Q1 | $588K | Sell |
2,663
-818
| -23% | -$181K | 0.4% | 44 |
|
|
2024
Q4 | $715K | Sell |
3,481
-104
| -3% | -$21.4K | 0.5% | 40 |
|
|
2024
Q3 | $644K | Sell |
3,585
-555
| -13% | -$99.7K | 0.44% | 42 |
|
|
2024
Q2 | $617K | Sell |
4,140
-318
| -7% | -$47.4K | 0.44% | 47 |
|
|
2024
Q1 | $712K | Sell |
4,458
-336
| -7% | -$53.7K | 0.53% | 44 |
|
|
2023
Q4 | $637K | Buy |
4,794
+178
| +4% | +$23.6K | 0.54% | 44 |
|
|
2023
Q3 | $521K | Sell |
4,616
-188
| -4% | -$21.2K | 0.53% | 55 |
|
|
2023
Q2 | $606K | Buy |
4,804
+321
| +7% | +$40.5K | 0.61% | 51 |
|
|
2023
Q1 | $507K | Sell |
4,483
-45
| -1% | -$5.09K | 0.59% | 56 |
|
|
2022
Q4 | $458K | Buy |
4,528
+296
| +7% | +$29.9K | 0.6% | 56 |
|
|
2022
Q3 | $396K | Sell |
4,232
-1,808
| -30% | -$169K | 0.56% | 60 |
|
|
2022
Q2 | $537K | Sell |
6,040
-863
| -13% | -$76.7K | 0.66% | 50 |
|
|
2022
Q1 | $700K | Buy |
6,903
+183
| +3% | +$18.6K | 0.68% | 36 |
|
|
2021
Q4 | $697K | Buy |
+6,720
| New | +$697K | 0.63% | 41 |
|