Kestra Private Wealth 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 | $1.37M | Buy |
7,953
+62
| +0.8% | +$10.7K | 0.02% | 612 |
|
|
2025
Q1 | $1.74M | Buy |
7,891
+230
| +3% | +$50.8K | 0.03% | 493 |
|
|
2024
Q4 | $1.57M | Buy |
7,661
+1,288
| +20% | +$265K | 0.03% | 503 |
|
|
2024
Q3 | $1.14M | Sell |
6,373
-3,371
| -35% | -$606K | 0.02% | 573 |
|
|
2024
Q2 | $1.45M | Buy |
9,744
+1,814
| +23% | +$270K | 0.03% | 472 |
|
|
2024
Q1 | $1.27M | Buy |
7,930
+844
| +12% | +$135K | 0.03% | 494 |
|
|
2023
Q4 | $941K | Buy |
7,086
+842
| +13% | +$112K | 0.02% | 543 |
|
|
2023
Q3 | $705K | Sell |
6,244
-453
| -7% | -$51.2K | 0.02% | 556 |
|
|
2023
Q2 | $845K | Buy |
6,697
+2,276
| +51% | +$287K | 0.03% | 484 |
|
|
2023
Q1 | $500K | Buy |
4,421
+129
| +3% | +$14.6K | 0.02% | 600 |
|
|
2022
Q4 | $434K | Buy |
4,292
+1,113
| +35% | +$112K | 0.02% | 558 |
|
|
2022
Q3 | $297K | Buy |
3,179
+325
| +11% | +$30.4K | 0.02% | 656 |
|
|
2022
Q2 | $254K | Sell |
2,854
-215
| -7% | -$19.1K | 0.01% | 717 |
|
|
2022
Q1 | $311K | Sell |
3,069
-124
| -4% | -$12.6K | 0.02% | 736 |
|
|
2021
Q4 | $331K | Buy |
3,193
+145
| +5% | +$15K | 0.02% | 731 |
|
|
2021
Q3 | $331K | Buy |
3,048
+269
| +10% | +$29.2K | 0.02% | 664 |
|
|
2021
Q2 | $297K | Sell |
2,779
-235
| -8% | -$25.1K | 0.02% | 682 |
|
|
2021
Q1 | $359K | Buy |
3,014
+930
| +45% | +$111K | 0.03% | 543 |
|
|
2020
Q4 | $235K | Buy |
+2,084
| New | +$235K | 0.02% | 623 |
|