GeoWealth 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 | $640K | Buy |
3,714
+37
| +1% | +$6.38K | 0.03% | 352 |
|
|
2025
Q1 | $812K | Sell |
3,677
-8
| -0.2% | -$1.77K | 0.03% | 314 |
|
|
2024
Q4 | $757K | Buy |
3,685
+188
| +5% | +$38.6K | 0.02% | 372 |
|
|
2024
Q3 | $628K | Sell |
3,497
-500
| -13% | -$89.8K | 0.02% | 423 |
|
|
2024
Q2 | $596K | Buy |
3,997
+72
| +2% | +$10.7K | 0.03% | 386 |
|
|
2024
Q1 | $627K | Buy |
3,925
+2,036
| +108% | +$325K | 0.02% | 390 |
|
|
2023
Q4 | $251K | Buy |
1,889
+1,133
| +150% | +$151K | 0.02% | 455 |
|
|
2023
Q3 | $85K | Buy |
756
+570
| +306% | +$64.1K | 0.01% | 349 |
|
|
2023
Q2 | $24K | Buy |
186
+5
| +3% | +$645 | ﹤0.01% | 365 |
|
|
2023
Q1 | $21K | Sell |
181
-60
| -25% | -$6.96K | ﹤0.01% | 318 |
|
|
2022
Q4 | $25K | Buy |
241
+4
| +2% | +$415 | ﹤0.01% | 310 |
|
|
2022
Q3 | $22K | Buy |
+237
| New | +$22K | ﹤0.01% | 309 |
|