InceptionR’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
5,895
-2,478
| -30% | -$427K | 0.24% | 150 |
|
|
2025
Q1 | $1.85M | Buy |
8,373
+4,853
| +138% | +$1.07M | 0.55% | 1 |
|
|
2024
Q4 | $723K | Buy |
+3,520
| New | +$723K | 0.16% | 238 |
|
|
2024
Q1 | – | Sell |
-2,325
| Closed | -$309K | – | 627 |
|
|
2023
Q4 | $309K | Sell |
2,325
-7,122
| -75% | -$946K | 0.22% | 215 |
|
|
2023
Q3 | $1.07M | Buy |
9,447
+1,268
| +16% | +$143K | 0.61% | 8 |
|
|
2023
Q2 | $1.03M | Sell |
8,179
-1,848
| -18% | -$233K | 0.55% | 21 |
|
|
2023
Q1 | $1.13M | Buy |
+10,027
| New | +$1.13M | 0.36% | 74 |
|