FSB Premier 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 | $283K | Sell |
1,643
-3
| -0.2% | -$517 | 0.1% | 177 |
|
|
2025
Q1 | $363K | Buy |
1,646
+297
| +22% | +$65.6K | 0.14% | 150 |
|
|
2024
Q4 | $277K | Buy |
1,349
+224
| +20% | +$46K | 0.11% | 176 |
|
|
2024
Q3 | $202K | Buy |
+1,125
| New | +$202K | 0.08% | 197 |
|
|
2022
Q1 | – | Sell |
-762
| Closed | -$79K | – | 283 |
|
|
2021
Q4 | $79K | Buy |
+762
| New | +$79K | 0.03% | 196 |
|