Mission Wealth 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 | $3.51M | Sell |
20,333
-762
| -4% | -$131K | 0.08% | 143 |
|
|
2025
Q1 | $4.66M | Buy |
21,095
+474
| +2% | +$105K | 0.11% | 103 |
|
|
2024
Q4 | $4.24M | Buy |
20,621
+298
| +1% | +$61.2K | 0.1% | 101 |
|
|
2024
Q3 | $3.65M | Sell |
20,323
-213
| -1% | -$38.3K | 0.09% | 118 |
|
|
2024
Q2 | $3.06M | Buy |
20,536
+60
| +0.3% | +$8.94K | 0.08% | 128 |
|
|
2024
Q1 | $3.27M | Buy |
20,476
+192
| +0.9% | +$30.7K | 0.09% | 123 |
|
|
2023
Q4 | $2.69M | Buy |
20,284
+2,087
| +11% | +$277K | 0.09% | 117 |
|
|
2023
Q3 | $2.06M | Buy |
18,197
+1,589
| +10% | +$179K | 0.08% | 127 |
|
|
2023
Q2 | $2.1M | Buy |
16,608
+253
| +2% | +$31.9K | 0.08% | 126 |
|
|
2023
Q1 | $1.85M | Buy |
16,355
+60
| +0.4% | +$6.78K | 0.08% | 134 |
|
|
2022
Q4 | $1.65M | Sell |
16,295
-502
| -3% | -$50.7K | 0.08% | 130 |
|
|
2022
Q3 | $1.57M | Sell |
16,797
-17
| -0.1% | -$1.59K | 0.08% | 123 |
|
|
2022
Q2 | $1.5M | Sell |
16,814
-268
| -2% | -$23.8K | 0.08% | 132 |
|
|
2022
Q1 | $1.73M | Buy |
17,082
+9,956
| +140% | +$1.01M | 0.08% | 121 |
|
|
2021
Q4 | $740K | Buy |
7,126
+229
| +3% | +$23.8K | 0.03% | 223 |
|
|
2021
Q3 | $748K | Buy |
6,897
+16
| +0.2% | +$1.74K | 0.04% | 204 |
|
|
2021
Q2 | $736K | Buy |
6,881
+3,404
| +98% | +$364K | 0.04% | 209 |
|
|
2021
Q1 | $414K | Buy |
3,477
+10
| +0.3% | +$1.19K | 0.02% | 300 |
|
|
2020
Q4 | $395K | Buy |
3,467
+15
| +0.4% | +$1.71K | 0.02% | 286 |
|
|
2020
Q3 | $356K | Hold |
3,452
| – | – | 0.03% | 247 |
|
|
2020
Q2 | $337K | Sell |
3,452
-17
| -0.5% | -$1.66K | 0.03% | 231 |
|
|
2020
Q1 | $330K | Buy |
3,469
+1
| +0% | +$95 | 0.04% | 203 |
|
|
2019
Q4 | $401K | Buy |
3,468
+31
| +0.9% | +$3.58K | 0.04% | 204 |
|
|
2019
Q3 | $356K | Buy |
3,437
+26
| +0.8% | +$2.69K | 0.04% | 205 |
|
|
2019
Q2 | $311K | Buy |
3,411
+38
| +1% | +$3.47K | 0.03% | 236 |
|
|
2019
Q1 | $298K | Buy |
+3,373
| New | +$298K | 0.03% | 226 |
|
|
2018
Q4 | – | Sell |
-2,696
| Closed | -$222K | – | 279 |
|
|
2018
Q3 | $222K | Hold |
2,696
| – | – | 0.03% | 260 |
|
|
2018
Q2 | $200K | Buy |
+2,696
| New | +$200K | 0.03% | 254 |
|