Maia Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
6,875
-439
| -6% | -$75.7K | 0.23% | 115 |
|
|
2025
Q1 | $1.55M | Sell |
7,314
-78
| -1% | -$16.6K | 0.35% | 74 |
|
|
2024
Q4 | $1.58M | Buy |
7,392
+735
| +11% | +$157K | 0.34% | 72 |
|
|
2024
Q3 | $1.35M | Buy |
6,657
+799
| +14% | +$162K | 0.33% | 75 |
|
|
2024
Q2 | $910K | Buy |
+5,858
| New | +$910K | 0.27% | 76 |
|
|
2023
Q4 | $542K | Buy |
+4,079
| New | +$542K | 0.22% | 92 |
|