HB Wealth 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 | $5.62M | Sell |
32,606
-5,509
| -14% | -$950K | 0.04% | 207 |
|
|
2025
Q1 | $8.42M | Buy |
38,115
+9,332
| +32% | +$2.06M | 0.07% | 156 |
|
|
2024
Q4 | $5.91M | Buy |
28,783
+886
| +3% | +$182K | 0.06% | 145 |
|
|
2024
Q3 | $5.01M | Buy |
27,897
+831
| +3% | +$149K | 0.05% | 158 |
|
|
2024
Q2 | $4.03M | Sell |
27,066
-373
| -1% | -$55.6K | 0.05% | 174 |
|
|
2024
Q1 | $4.39M | Buy |
27,439
+546
| +2% | +$87.3K | 0.06% | 162 |
|
|
2023
Q4 | $3.57M | Buy |
26,893
+381
| +1% | +$50.6K | 0.05% | 162 |
|
|
2023
Q3 | $2.99M | Buy |
26,512
+961
| +4% | +$109K | 0.05% | 164 |
|
|
2023
Q2 | $3.22M | Buy |
25,551
+2,833
| +12% | +$357K | 0.05% | 158 |
|
|
2023
Q1 | $2.57M | Buy |
22,718
+402
| +2% | +$45.4K | 0.04% | 171 |
|
|
2022
Q4 | $2.26M | Buy |
22,316
+5,463
| +32% | +$552K | 0.04% | 185 |
|
|
2022
Q3 | $1.58M | Buy |
16,853
+1,143
| +7% | +$107K | 0.03% | 203 |
|
|
2022
Q2 | $1.4M | Buy |
15,710
+292
| +2% | +$26K | 0.03% | 210 |
|
|
2022
Q1 | $1.56M | Buy |
15,418
+1,444
| +10% | +$146K | 0.03% | 213 |
|
|
2021
Q4 | $1.45M | Buy |
+13,974
| New | +$1.45M | 0.03% | 193 |
|