Insigneo Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
2,576
-1,612
| -38% | -$278K | 0.04% | 368 |
|
|
2025
Q1 | $925K | Buy |
4,188
+772
| +23% | +$170K | 0.1% | 178 |
|
|
2024
Q4 | $702K | Buy |
3,416
+909
| +36% | +$187K | 0.07% | 222 |
|
|
2024
Q3 | $450K | Sell |
2,507
-756
| -23% | -$136K | 0.05% | 336 |
|
|
2024
Q2 | $505K | Buy |
3,263
+420
| +15% | +$65K | 0.06% | 289 |
|
|
2024
Q1 | $454K | Buy |
+2,843
| New | +$454K | 0.05% | 283 |
|