Fifth Third 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 | $1.51M | Buy |
8,745
+1,216
| +16% | +$210K | 0.06% | 192 |
|
2025
Q1 | $1.66M | Buy |
7,529
+444
| +6% | +$98K | 0.09% | 161 |
|
2024
Q4 | $1.46M | Buy |
7,085
+596
| +9% | +$122K | 0.08% | 158 |
|
2024
Q3 | $1.17M | Sell |
6,489
-268
| -4% | -$48.1K | 0.07% | 175 |
|
2024
Q2 | $1.01M | Buy |
6,757
+5,477
| +428% | +$816K | 0.08% | 161 |
|
2024
Q1 | $205K | Buy |
+1,280
| New | +$205K | 0.03% | 240 |
|