IHT 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 | $393K | Sell |
2,281
-103
| -4% | -$17.8K | 0.01% | 785 |
|
|
2025
Q1 | $526K | Buy |
2,384
+21
| +0.9% | +$4.64K | 0.02% | 657 |
|
|
2024
Q4 | $485K | Sell |
2,363
-693
| -23% | -$142K | 0.02% | 693 |
|
|
2024
Q3 | $551K | Buy |
3,056
+735
| +32% | +$132K | 0.02% | 694 |
|
|
2024
Q2 | $349K | Buy |
2,321
+72
| +3% | +$10.8K | 0.01% | 746 |
|
|
2024
Q1 | $359K | Buy |
2,249
+112
| +5% | +$17.9K | 0.01% | 733 |
|
|
2023
Q4 | $284K | Buy |
2,137
+3
| +0.1% | +$398 | 0.01% | 785 |
|
|
2023
Q3 | $241K | Buy |
2,134
+387
| +22% | +$43.7K | 0.01% | 811 |
|
|
2023
Q2 | $220K | Buy |
+1,747
| New | +$220K | 0.01% | 843 |
|
|
2018
Q2 | – | Sell |
-600
| Closed | -$42K | – | 747 |
|
|
2018
Q1 | $42K | Sell |
600
-1,700
| -74% | -$119K | 0.01% | 732 |
|
|
2017
Q4 | $155K | Sell |
2,300
-200
| -8% | -$13.5K | 0.04% | 396 |
|
|
2017
Q3 | $159K | Hold |
2,500
| – | – | 0.07% | 290 |
|
|
2017
Q2 | $23 | Buy |
2,500
+2,400
| +2,400% | +$22 | 0.01% | 733 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 925 |
|
|
2016
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 912 |
|