EverSource Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Sell |
3,737
-604
| -14% | -$104K | 0.03% | 378 |
|
|
2025
Q1 | $959K | Buy |
4,341
+513
| +13% | +$113K | 0.05% | 254 |
|
|
2024
Q4 | $786K | Sell |
3,828
-403
| -10% | -$82.8K | 0.04% | 280 |
|
|
2024
Q3 | $760K | Buy |
4,231
+82
| +2% | +$14.7K | 0.05% | 262 |
|
|
2024
Q2 | $679K | Buy |
4,149
+459
| +12% | +$75.1K | 0.05% | 270 |
|
|
2024
Q1 | $563K | Buy |
3,690
+648
| +21% | +$98.9K | 0.04% | 249 |
|
|
2023
Q4 | $404K | Sell |
3,042
-213
| -7% | -$28.3K | 0.04% | 281 |
|
|
2023
Q3 | $368K | Sell |
3,255
-328
| -9% | -$37.1K | 0.04% | 267 |
|
|
2023
Q2 | $452K | Sell |
3,583
-100
| -3% | -$12.6K | 0.05% | 240 |
|
|
2023
Q1 | $416K | Sell |
3,683
-722
| -16% | -$81.6K | 0.05% | 244 |
|
|
2022
Q4 | $445K | Buy |
4,405
+4,004
| +999% | +$405K | 0.07% | 214 |
|
|
2022
Q3 | $37K | Buy |
401
+153
| +62% | +$14.1K | 0.01% | 716 |
|
|
2022
Q2 | $22K | Buy |
248
+70
| +39% | +$6.21K | 0.01% | 800 |
|
|
2022
Q1 | $18K | Sell |
178
-168
| -49% | -$17K | ﹤0.01% | 737 |
|
|
2021
Q4 | $36K | Buy |
+346
| New | +$36K | 0.01% | 487 |
|