NewSquare Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $37.9K | Sell |
220
-33,690
| -99% | -$5.81M | ﹤0.01% | 329 |
|
2025
Q1 | $7.49M | Buy |
33,910
+1,019
| +3% | +$225K | 0.61% | 43 |
|
2024
Q4 | $6.76M | Buy |
32,891
+1,970
| +6% | +$405K | 0.54% | 54 |
|
2024
Q3 | $5.55M | Buy |
+30,921
| New | +$5.55M | 0.44% | 77 |
|
2024
Q2 | – | Sell |
-240
| Closed | -$38.4K | – | 396 |
|
2024
Q1 | $38.4K | Hold |
240
| – | – | ﹤0.01% | 186 |
|
2023
Q4 | $31.9K | Sell |
240
-7
| -3% | -$930 | ﹤0.01% | 213 |
|
2023
Q3 | $27.9K | Sell |
247
-15
| -6% | -$1.69K | ﹤0.01% | 222 |
|
2023
Q2 | $33.1K | Hold |
262
| – | – | ﹤0.01% | 220 |
|
2023
Q1 | $29.6K | Hold |
262
| – | – | ﹤0.01% | 228 |
|
2022
Q4 | $26.5K | Buy |
262
+22
| +9% | +$2.22K | ﹤0.01% | 206 |
|
2022
Q3 | $22K | Buy |
+240
| New | +$22K | ﹤0.01% | 210 |
|