GDS 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 | $14M | Buy |
81,283
+3,134
| +4% | +$540K | 1.02% | 40 |
|
|
2025
Q1 | $17.3M | Buy |
78,149
+2,248
| +3% | +$496K | 1.47% | 24 |
|
|
2024
Q4 | $15.6M | Buy |
75,901
+3,395
| +5% | +$697K | 1.42% | 28 |
|
|
2024
Q3 | $13M | Buy |
72,506
+6,417
| +10% | +$1.15M | 1.27% | 38 |
|
|
2024
Q2 | $9.85M | Buy |
66,089
+7,917
| +14% | +$1.18M | 1.08% | 46 |
|
|
2024
Q1 | $9.3M | Buy |
58,172
+9,663
| +20% | +$1.54M | 1.09% | 46 |
|
|
2023
Q4 | $6.44M | Buy |
48,509
+10,320
| +27% | +$1.37M | 0.87% | 49 |
|
|
2023
Q3 | $4.31M | Buy |
38,189
+5,931
| +18% | +$670K | 0.68% | 48 |
|
|
2023
Q2 | $4.07M | Buy |
32,258
+2,777
| +9% | +$350K | 0.66% | 46 |
|
|
2023
Q1 | $3.33M | Buy |
29,481
+13,131
| +80% | +$1.48M | 0.59% | 48 |
|
|
2022
Q4 | $1.65M | Buy |
+16,350
| New | +$1.65M | 0.32% | 49 |
|