J. Safra Asset 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 | – | Sell |
-1,326
| Closed | -$293K | – | 332 |
|
|
2025
Q1 | $293K | Buy |
1,326
+621
| +88% | +$137K | 0.02% | 90 |
|
|
2024
Q4 | $145K | Buy |
+705
| New | +$145K | 0.01% | 148 |
|
|
2024
Q2 | – | Sell |
-38
| Closed | -$6.07K | – | 272 |
|
|
2024
Q1 | $6.07K | Buy |
+38
| New | +$6.07K | ﹤0.01% | 150 |
|