IAG 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 | $57.1K | Hold |
331
| – | – | 0.01% | 191 |
|
|
2025
Q1 | $73.1K | Hold |
331
| – | – | 0.01% | 168 |
|
|
2024
Q4 | $68K | Buy |
331
+26
| +9% | +$5.34K | 0.01% | 174 |
|
|
2024
Q3 | $54.8K | Sell |
305
-23
| -7% | -$4.13K | 0.01% | 178 |
|
|
2024
Q2 | $48.9K | Buy |
328
+23
| +8% | +$3.43K | 0.01% | 178 |
|
|
2024
Q1 | $48.7K | Hold |
305
| – | – | 0.01% | 168 |
|
|
2023
Q4 | $40.5K | Hold |
305
| – | – | 0.01% | 174 |
|
|
2023
Q3 | $34.5K | Hold |
305
| – | – | 0.01% | 174 |
|
|
2023
Q2 | $38.5K | Hold |
305
| – | – | 0.01% | 177 |
|
|
2023
Q1 | $34.5K | Sell |
305
-100
| -25% | -$11.3K | 0.01% | 170 |
|
|
2022
Q4 | $40.9K | Sell |
405
-129
| -24% | -$13K | 0.01% | 156 |
|
|
2022
Q3 | $50K | Buy |
534
+129
| +32% | +$12.1K | 0.02% | 126 |
|
|
2022
Q2 | $36K | Hold |
405
| – | – | 0.01% | 155 |
|
|
2022
Q1 | $41K | Hold |
405
| – | – | 0.01% | 158 |
|
|
2021
Q4 | $42K | Hold |
405
| – | – | 0.01% | 151 |
|
|
2021
Q3 | $44K | Hold |
405
| – | – | 0.02% | 130 |
|
|
2021
Q2 | $44K | Hold |
405
| – | – | 0.02% | 127 |
|
|
2021
Q1 | $49K | Hold |
405
| – | – | 0.02% | 114 |
|
|
2020
Q4 | $47K | Hold |
405
| – | – | 0.02% | 113 |
|
|
2020
Q3 | $42K | Hold |
405
| – | – | 0.02% | 111 |
|
|
2020
Q2 | $40K | Buy |
405
+100
| +33% | +$9.88K | 0.02% | 115 |
|
|
2020
Q1 | $29K | Hold |
305
| – | – | 0.02% | 123 |
|
|
2019
Q4 | $36K | Buy |
+305
| New | +$36K | 0.02% | 129 |
|