Integrated Wealth Concepts’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
14,718
+199
| +1% | +$34.3K | 0.03% | 546 |
|
|
2025
Q1 | $3.21M | Buy |
14,519
+37
| +0.3% | +$8.17K | 0.04% | 440 |
|
|
2024
Q4 | $2.97M | Sell |
14,482
-311
| -2% | -$63.9K | 0.03% | 439 |
|
|
2024
Q3 | $2.66M | Sell |
14,793
-595
| -4% | -$107K | 0.03% | 465 |
|
|
2024
Q2 | $2.29M | Buy |
15,388
+1,890
| +14% | +$282K | 0.03% | 472 |
|
|
2024
Q1 | $2.16M | Buy |
13,498
+62
| +0.5% | +$9.91K | 0.03% | 498 |
|
|
2023
Q4 | $1.78M | Sell |
13,436
-1,718
| -11% | -$228K | 0.03% | 516 |
|
|
2023
Q3 | $1.71M | Buy |
15,154
+723
| +5% | +$81.7K | 0.03% | 502 |
|
|
2023
Q2 | $1.82M | Buy |
14,431
+4,344
| +43% | +$548K | 0.03% | 493 |
|
|
2023
Q1 | $1.14M | Buy |
10,087
+2,456
| +32% | +$278K | 0.02% | 563 |
|
|
2022
Q4 | $771K | Buy |
7,631
+89
| +1% | +$8.99K | 0.02% | 529 |
|
|
2022
Q3 | $706K | Buy |
7,542
+37
| +0.5% | +$3.46K | 0.02% | 500 |
|
|
2022
Q2 | $668K | Buy |
7,505
+21
| +0.3% | +$1.87K | 0.02% | 517 |
|
|
2022
Q1 | $759K | Sell |
7,484
-452
| -6% | -$45.8K | 0.02% | 467 |
|
|
2021
Q4 | $824K | Sell |
7,936
-169
| -2% | -$17.5K | 0.02% | 480 |
|
|
2021
Q3 | $879K | Buy |
8,105
+2,790
| +52% | +$303K | 0.03% | 431 |
|
|
2021
Q2 | $568K | Buy |
5,315
+316
| +6% | +$33.8K | 0.02% | 507 |
|
|
2021
Q1 | $595K | Sell |
4,999
-217
| -4% | -$25.8K | 0.02% | 434 |
|
|
2020
Q4 | $594K | Buy |
5,216
+188
| +4% | +$21.4K | 0.03% | 373 |
|
|
2020
Q3 | $518K | Buy |
5,028
+49
| +1% | +$5.05K | 0.03% | 336 |
|
|
2020
Q2 | $486K | Buy |
4,979
+448
| +10% | +$43.7K | 0.04% | 290 |
|
|
2020
Q1 | $430K | Buy |
+4,531
| New | +$430K | 0.04% | 245 |
|