Global Trust Asset 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 | $67.1K | Sell |
389
-847
| -69% | -$146K | 0.04% | 246 |
|
|
2025
Q1 | $273K | Buy |
1,236
+630
| +104% | +$139K | 0.17% | 120 |
|
|
2024
Q4 | $124K | Hold |
606
| – | – | 0.05% | 210 |
|
|
2024
Q3 | $109K | Hold |
606
| – | – | 0.04% | 229 |
|
|
2024
Q2 | $90.3K | Hold |
606
| – | – | 0.04% | 222 |
|
|
2024
Q1 | $96.9K | Hold |
606
| – | – | 0.04% | 222 |
|
|
2023
Q4 | $80.5K | Hold |
606
| – | – | 0.04% | 214 |
|
|
2023
Q3 | $68.5K | Hold |
606
| – | – | 0.03% | 217 |
|
|
2023
Q2 | $76.4K | Hold |
606
| – | – | 0.03% | 212 |
|
|
2023
Q1 | $68.5K | Buy |
606
+6
| +1% | +$678 | 0.03% | 212 |
|
|
2022
Q4 | $60.6K | Hold |
600
| – | – | 0.03% | 213 |
|
|
2022
Q3 | $56K | Hold |
600
| – | – | 0.03% | 212 |
|
|
2022
Q2 | $53K | Sell |
600
-433
| -42% | -$38.2K | 0.03% | 225 |
|
|
2022
Q1 | $105K | Sell |
1,033
-53
| -5% | -$5.39K | 0.04% | 231 |
|
|
2021
Q4 | $113K | Hold |
1,086
| – | – | 0.04% | 219 |
|
|
2021
Q3 | $118K | Sell |
1,086
-265
| -20% | -$28.8K | 0.05% | 202 |
|
|
2021
Q2 | $144K | Sell |
1,351
-121
| -8% | -$12.9K | 0.07% | 197 |
|
|
2021
Q1 | $175K | Buy |
1,472
+173
| +13% | +$20.6K | 0.1% | 164 |
|
|
2020
Q4 | $148K | Buy |
+1,299
| New | +$148K | 0.08% | 185 |
|