Focus Partners Advisor Solutions’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,848
| Closed | -$629K | – | 1124 |
|
|
2025
Q1 | $629K | Buy |
2,848
+20
| +0.7% | +$4.42K | 0.01% | 522 |
|
|
2024
Q4 | $581K | Sell |
2,828
-80
| -3% | -$16.4K | 0.01% | 437 |
|
|
2024
Q3 | $522K | Sell |
2,908
-412
| -12% | -$74K | 0.01% | 440 |
|
|
2024
Q2 | $495K | Sell |
3,320
-200
| -6% | -$29.8K | 0.01% | 375 |
|
|
2024
Q1 | $563K | Buy |
3,520
+1,293
| +58% | +$207K | 0.02% | 334 |
|
|
2023
Q4 | $296K | Buy |
2,227
+86
| +4% | +$11.4K | 0.01% | 332 |
|
|
2023
Q3 | $242K | Buy |
+2,141
| New | +$242K | 0.01% | 385 |
|