Highline Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31K | Sell |
25
-32
| -56% | -$5.52K | ﹤0.01% | 477 |
|
|
2025
Q1 | $12.6K | Buy |
57
+19
| +50% | +$4.2K | ﹤0.01% | 270 |
|
|
2024
Q4 | $7.81K | Buy |
38
+25
| +192% | +$5.14K | ﹤0.01% | 274 |
|
|
2024
Q3 | $2.34K | Buy |
13
+9
| +225% | +$1.62K | ﹤0.01% | 443 |
|
|
2024
Q2 | $596 | Buy |
4
+2
| +100% | +$298 | ﹤0.01% | 476 |
|
|
2024
Q1 | $320 | Hold |
2
| – | – | ﹤0.01% | 413 |
|
|
2023
Q4 | $266 | Hold |
2
| – | – | ﹤0.01% | 392 |
|
|
2023
Q3 | $226 | Hold |
2
| – | – | ﹤0.01% | 375 |
|
|
2023
Q2 | $252 | Hold |
2
| – | – | ﹤0.01% | 324 |
|
|
2023
Q1 | $226 | Buy |
+2
| New | +$226 | ﹤0.01% | 325 |
|