Gen-Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Buy |
5,301
+864
| +19% | +$149K | 0.35% | 78 |
|
|
2025
Q1 | $980K | Buy |
4,437
+283
| +7% | +$62.5K | 0.41% | 59 |
|
|
2024
Q4 | $853K | Buy |
4,154
+734
| +21% | +$151K | 0.37% | 59 |
|
|
2024
Q3 | $683K | Buy |
3,420
+828
| +32% | +$165K | 0.3% | 75 |
|
|
2024
Q2 | $386K | Buy |
2,592
+492
| +23% | +$73.3K | 0.19% | 138 |
|
|
2024
Q1 | $336K | Buy |
+2,100
| New | +$336K | 0.17% | 137 |
|