GPS Wealth Strategies Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
4,839
+245
| +5% | +$42.2K | 0.1% | 129 |
|
|
2025
Q1 | $1.01M | Sell |
4,594
-211
| -4% | -$46.6K | 0.14% | 111 |
|
|
2024
Q4 | $987K | Buy |
4,805
+93
| +2% | +$19.1K | 0.13% | 104 |
|
|
2024
Q3 | $846K | Buy |
4,712
+492
| +12% | +$88.4K | 0.11% | 128 |
|
|
2024
Q2 | $629K | Sell |
4,220
-193
| -4% | -$28.8K | 0.09% | 132 |
|
|
2024
Q1 | $705K | Buy |
4,413
+360
| +9% | +$57.5K | 0.11% | 126 |
|
|
2023
Q4 | $538K | Buy |
4,053
+617
| +18% | +$82K | 0.1% | 137 |
|
|
2023
Q3 | $388K | Buy |
3,436
+611
| +22% | +$69K | 0.07% | 167 |
|
|
2023
Q2 | $356K | Buy |
2,825
+553
| +24% | +$69.8K | 0.07% | 175 |
|
|
2023
Q1 | $257K | Buy |
+2,272
| New | +$257K | 0.05% | 205 |
|
|
2022
Q4 | – | Sell |
-1,652
| Closed | -$155K | – | 457 |
|
|
2022
Q3 | $155K | Buy |
1,652
+509
| +45% | +$47.8K | 0.04% | 235 |
|
|
2022
Q2 | $102K | Sell |
1,143
-5
| -0.4% | -$446 | 0.03% | 309 |
|
|
2022
Q1 | $116K | Hold |
1,148
| – | – | 0.03% | 282 |
|
|
2021
Q4 | $119K | Buy |
1,148
+237
| +26% | +$24.6K | 0.03% | 274 |
|
|
2021
Q3 | $99K | Buy |
911
+221
| +32% | +$24K | 0.02% | 288 |
|
|
2021
Q2 | $74K | Buy |
690
+125
| +22% | +$13.4K | 0.02% | 345 |
|
|
2021
Q1 | $67K | Buy |
+565
| New | +$67K | 0.02% | 339 |
|