FFT Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Hold |
26,483
| – | – | 0.69% | 26 |
|
|
2025
Q1 | $5.85M | Sell |
26,483
-242
| -0.9% | -$53.4K | 1.22% | 21 |
|
|
2024
Q4 | $5.49M | Buy |
26,725
+62
| +0.2% | +$12.7K | 0.41% | 31 |
|
|
2024
Q3 | $4.79M | Buy |
26,663
+178
| +0.7% | +$32K | 0.36% | 33 |
|
|
2024
Q2 | $3.95M | Hold |
26,485
| – | – | 0.35% | 34 |
|
|
2024
Q1 | $4.23M | Buy |
+26,485
| New | +$4.23M | 0.36% | 31 |
|