Marcum Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $534K | Buy |
2,419
+6
| +0.2% | +$1.33K | 0.05% | 183 |
|
|
2024
Q4 | $496K | Buy |
2,413
+563
| +30% | +$116K | 0.04% | 196 |
|
|
2024
Q3 | $332K | Sell |
1,850
-43
| -2% | -$7.73K | 0.03% | 263 |
|
|
2024
Q2 | $282K | Buy |
1,893
+32
| +2% | +$4.77K | 0.03% | 283 |
|
|
2024
Q1 | $297K | Sell |
1,861
-4
| -0.2% | -$639 | 0.03% | 271 |
|
|
2023
Q4 | $248K | Sell |
1,865
-264
| -12% | -$35.1K | 0.03% | 296 |
|
|
2023
Q3 | $240K | Sell |
2,129
-15
| -0.7% | -$1.69K | 0.03% | 287 |
|
|
2023
Q2 | $270K | Sell |
2,144
-113
| -5% | -$14.3K | 0.03% | 267 |
|
|
2023
Q1 | $255K | Buy |
2,257
+48
| +2% | +$5.43K | 0.03% | 278 |
|
|
2022
Q4 | $223K | Sell |
2,209
-242
| -10% | -$24.5K | 0.03% | 289 |
|
|
2022
Q3 | $229K | Buy |
2,451
+9
| +0.4% | +$841 | 0.03% | 278 |
|
|
2022
Q2 | $217K | Sell |
2,442
-153
| -6% | -$13.6K | 0.03% | 290 |
|
|
2022
Q1 | $263K | Buy |
2,595
+540
| +26% | +$54.7K | 0.04% | 266 |
|
|
2021
Q4 | $213K | Buy |
2,055
+18
| +0.9% | +$1.87K | 0.03% | 317 |
|
|
2021
Q3 | $221K | Buy |
+2,037
| New | +$221K | 0.03% | 290 |
|
|
2021
Q2 | – | Sell |
-1,737
| Closed | -$207K | – | 349 |
|
|
2021
Q1 | $207K | Buy |
+1,737
| New | +$207K | 0.03% | 276 |
|