Focus Partners Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6M | Buy |
195,109
+14,223
| +8% | +$2.45M | 0.07% | 249 |
|
|
2025
Q1 | $39.9M | Buy |
180,886
+132,377
| +273% | +$29.2M | 0.1% | 200 |
|
|
2024
Q4 | $9.96M | Buy |
48,509
+9,916
| +26% | +$2.04M | 0.03% | 461 |
|
|
2024
Q3 | $6.93M | Sell |
38,593
-20,643
| -35% | -$3.71M | 0.02% | 481 |
|
|
2024
Q2 | $9.02M | Buy |
59,236
+29,232
| +97% | +$4.45M | 0.03% | 400 |
|
|
2024
Q1 | $4.8M | Buy |
30,004
+20,552
| +217% | +$3.28M | 0.04% | 330 |
|
|
2023
Q4 | $1.26M | Buy |
+9,452
| New | +$1.26M | 0.02% | 416 |
|