NewEdge 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 | $293K | Sell |
2,206
-735
| -25% | -$97.5K | ﹤0.01% | 838 |
|
|
2025
Q1 | $649K | Sell |
2,941
-94
| -3% | -$20.8K | 0.01% | 569 |
|
|
2024
Q4 | $623K | Buy |
3,035
+1,533
| +102% | +$315K | 0.01% | 593 |
|
|
2024
Q3 | $270K | Buy |
+1,502
| New | +$270K | ﹤0.01% | 751 |
|
|
2024
Q2 | – | Sell |
-1,393
| Closed | -$208K | – | 786 |
|
|
2024
Q1 | $208K | Buy |
+1,393
| New | +$208K | ﹤0.01% | 762 |
|
|
2022
Q3 | – | Sell |
-3,031
| Closed | -$270K | – | 554 |
|
|
2022
Q2 | $270K | Buy |
+3,031
| New | +$270K | 0.01% | 485 |
|