Oak Harbor Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
1,379
-352
| -20% | -$60.7K | 0.06% | 178 |
|
|
2025
Q1 | $382K | Sell |
1,731
-1,218
| -41% | -$269K | 0.11% | 143 |
|
|
2024
Q4 | $606K | Buy |
2,949
+41
| +1% | +$8.42K | 0.18% | 110 |
|
|
2024
Q3 | $522K | Sell |
2,908
-70
| -2% | -$12.6K | 0.15% | 115 |
|
|
2024
Q2 | $444K | Sell |
2,978
-1
| -0% | -$149 | 0.14% | 116 |
|
|
2024
Q1 | $476K | Sell |
2,979
-169
| -5% | -$27K | 0.15% | 116 |
|
|
2023
Q4 | $418K | Sell |
3,148
-1,124
| -26% | -$149K | 0.14% | 119 |
|
|
2023
Q3 | $483K | Buy |
4,272
+27
| +0.6% | +$3.05K | 0.17% | 108 |
|
|
2023
Q2 | $536K | Sell |
4,245
-296
| -7% | -$37.3K | 0.18% | 106 |
|
|
2023
Q1 | $513K | Sell |
4,541
-5,831
| -56% | -$659K | 0.19% | 108 |
|
|
2022
Q4 | $1.05M | Buy |
+10,372
| New | +$1.05M | 0.4% | 62 |
|