Financial Planning & Information Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $637K | Hold |
3,548
| – | – | 0.09% | 55 |
|
|
2024
Q2 | $529K | Hold |
3,548
| – | – | 0.08% | 56 |
|
|
2024
Q1 | $567K | Hold |
3,548
| – | – | 0.09% | 56 |
|
|
2023
Q4 | $471K | Hold |
3,548
| – | – | 0.07% | 62 |
|
|
2023
Q3 | $401K | Hold |
3,548
| – | – | 0.07% | 65 |
|
|
2023
Q2 | $448K | Hold |
3,548
| – | – | 0.08% | 61 |
|
|
2023
Q1 | $401K | Sell |
3,548
-89
| -2% | -$10.1K | 0.08% | 64 |
|
|
2022
Q4 | $368K | Hold |
3,637
| – | – | 0.08% | 64 |
|
|
2022
Q3 | $340K | Hold |
3,637
| – | – | 0.08% | 60 |
|
|
2022
Q2 | $324K | Sell |
3,637
-113
| -3% | -$10.1K | 0.08% | 63 |
|
|
2022
Q1 | $380K | Buy |
+3,750
| New | +$380K | 0.08% | 61 |
|