Global Financial Private Client’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-38
| Closed | -$8.39K | – | 700 |
|
|
2025
Q1 | $8.39K | Buy |
38
+20
| +111% | +$4.42K | ﹤0.01% | 608 |
|
|
2024
Q4 | $3.7K | Buy |
18
+8
| +80% | +$1.64K | ﹤0.01% | 663 |
|
|
2024
Q3 | $1.8K | Hold |
10
| – | – | ﹤0.01% | 728 |
|
|
2024
Q2 | $1.49K | Hold |
10
| – | – | ﹤0.01% | 596 |
|
|
2024
Q1 | $1.59K | Hold |
10
| – | – | ﹤0.01% | 607 |
|
|
2023
Q4 | $1.33K | Hold |
10
| – | – | ﹤0.01% | 613 |
|
|
2023
Q3 | $1.13K | Hold |
10
| – | – | ﹤0.01% | 608 |
|
|
2023
Q2 | $1.26K | Sell |
10
-24
| -71% | -$3.02K | ﹤0.01% | 603 |
|
|
2023
Q1 | $3.84K | Hold |
34
| – | – | ﹤0.01% | 526 |
|
|
2022
Q4 | $3.44K | Hold |
34
| – | – | ﹤0.01% | 517 |
|
|
2022
Q3 | $3.24K | Hold |
34
| – | – | ﹤0.01% | 499 |
|
|
2022
Q2 | $3.15K | Hold |
34
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $3.5K | Hold |
34
| – | – | ﹤0.01% | 488 |
|
|
2021
Q4 | $3.53K | Hold |
34
| – | – | ﹤0.01% | 479 |
|
|
2021
Q3 | $3.73K | Hold |
34
| – | – | ﹤0.01% | 414 |
|
|
2021
Q2 | $3.68K | Hold |
34
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $4.15K | Hold |
34
| – | – | ﹤0.01% | 374 |
|
|
2020
Q4 | $3.87K | Buy |
34
+10
| +42% | +$1.14K | ﹤0.01% | 370 |
|
|
2020
Q3 | $2.5K | Hold |
24
| – | – | ﹤0.01% | 383 |
|
|
2020
Q2 | $2.36K | Hold |
24
| – | – | ﹤0.01% | 431 |
|
|
2020
Q1 | $2.11K | Sell |
24
-1,531
| -98% | -$135K | ﹤0.01% | 442 |
|
|
2019
Q4 | $180K | Buy |
+1,555
| New | +$180K | 0.15% | 119 |
|