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