Keystone Financial Services (Colorado)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
1,928
+191
| +11% | +$32.9K | 0.11% | 76 |
|
|
2025
Q1 | $384K | Sell |
1,737
-180
| -9% | -$39.7K | 0.15% | 68 |
|
|
2024
Q4 | $394K | Sell |
1,917
-106
| -5% | -$21.8K | 0.15% | 64 |
|
|
2024
Q3 | $363K | Buy |
2,023
+44
| +2% | +$7.91K | 0.14% | 63 |
|
|
2024
Q2 | $295K | Buy |
1,979
+80
| +4% | +$11.9K | 0.12% | 71 |
|
|
2024
Q1 | $303K | Sell |
1,899
-42
| -2% | -$6.71K | 0.13% | 72 |
|
|
2023
Q4 | $258K | Sell |
1,941
-3
| -0.2% | -$399 | 0.12% | 70 |
|
|
2023
Q3 | $220K | Sell |
1,944
-1,150
| -37% | -$130K | 0.12% | 69 |
|
|
2023
Q2 | $390K | Sell |
3,094
-96
| -3% | -$12.1K | 0.2% | 51 |
|
|
2023
Q1 | $361K | Sell |
3,190
-22
| -0.7% | -$2.49K | 0.19% | 51 |
|
|
2022
Q4 | $343K | Sell |
3,212
-91
| -3% | -$9.71K | 0.18% | 55 |
|
|
2022
Q3 | $327K | Buy |
3,303
+425
| +15% | +$42.1K | 0.19% | 59 |
|
|
2022
Q2 | $305K | Buy |
+2,878
| New | +$305K | 0.17% | 64 |
|