Exencial 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 | $530K | Buy |
+3,076
| New | +$530K | 0.02% | 360 |
|
|
2023
Q2 | – | Sell |
-3,427
| Closed | -$387K | – | 435 |
|
|
2023
Q1 | $387K | Sell |
3,427
-1,190
| -26% | -$135K | 0.02% | 319 |
|
|
2022
Q4 | $467K | Buy |
4,617
+630
| +16% | +$63.7K | 0.03% | 294 |
|
|
2022
Q3 | $373K | Buy |
3,987
+98
| +3% | +$9.17K | 0.02% | 316 |
|
|
2022
Q2 | $346K | Buy |
3,889
+1,088
| +39% | +$96.8K | 0.02% | 325 |
|
|
2022
Q1 | $284K | Buy |
+2,801
| New | +$284K | 0.01% | 369 |
|