Institute for 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 | $1.39M | Buy |
8,044
+1,826
| +29% | +$315K | 0.15% | 139 |
|
|
2025
Q1 | $1.37M | Sell |
6,218
-48
| -0.8% | -$10.6K | 0.18% | 126 |
|
|
2024
Q4 | $1.29M | Hold |
6,266
| – | – | 0.16% | 131 |
|
|
2024
Q3 | $1.13M | Sell |
6,266
-123
| -2% | -$22.1K | 0.14% | 152 |
|
|
2024
Q2 | $952K | Hold |
6,389
| – | – | 0.13% | 171 |
|
|
2024
Q1 | $1.02M | Sell |
6,389
-6
| -0.1% | -$959 | 0.13% | 166 |
|
|
2023
Q4 | $850K | Sell |
6,395
-164
| -3% | -$21.8K | 0.14% | 174 |
|
|
2023
Q3 | $741K | Sell |
6,559
-294
| -4% | -$33.2K | 0.13% | 187 |
|
|
2023
Q2 | $865K | Sell |
6,853
-142
| -2% | -$17.9K | 0.15% | 164 |
|
|
2023
Q1 | $791K | Sell |
6,995
-7
| -0.1% | -$791 | 0.15% | 167 |
|
|
2022
Q4 | $708K | Buy |
7,002
+368
| +6% | +$37.2K | 0.15% | 191 |
|
|
2022
Q3 | $621K | Buy |
6,634
+41
| +0.6% | +$3.84K | 0.14% | 192 |
|
|
2022
Q2 | $587K | Buy |
6,593
+1
| +0% | +$89 | 0.12% | 231 |
|
|
2022
Q1 | $668K | Buy |
6,592
+5
| +0.1% | +$507 | 0.11% | 230 |
|
|
2021
Q4 | $684K | Buy |
6,587
+122
| +2% | +$12.7K | 0.11% | 224 |
|
|
2021
Q3 | $701K | Sell |
6,465
-64
| -1% | -$6.94K | 0.12% | 205 |
|
|
2021
Q2 | $698K | Sell |
6,529
-156
| -2% | -$16.7K | 0.12% | 202 |
|
|
2021
Q1 | $796K | Buy |
6,685
+295
| +5% | +$35.1K | 0.15% | 178 |
|
|
2020
Q4 | $728K | Buy |
6,390
+46
| +0.7% | +$5.24K | 0.14% | 175 |
|
|
2020
Q3 | $654K | Buy |
6,344
+33
| +0.5% | +$3.4K | 0.15% | 173 |
|
|
2020
Q2 | $616K | Buy |
6,311
+94
| +2% | +$9.18K | 0.15% | 191 |
|
|
2020
Q1 | $591K | Sell |
6,217
-123
| -2% | -$11.7K | 0.18% | 149 |
|
|
2019
Q4 | $733K | Buy |
+6,340
| New | +$733K | 0.17% | 178 |
|