One Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Buy |
4,729
+21
| +0.4% | +$3.62K | 0.11% | 105 |
|
|
2025
Q1 | $1.04M | Buy |
4,708
+2,277
| +94% | +$503K | 0.16% | 89 |
|
|
2024
Q4 | $499K | Sell |
2,431
-305
| -11% | -$62.7K | 0.07% | 120 |
|
|
2024
Q3 | $492K | Hold |
2,736
| – | – | 0.08% | 130 |
|
|
2024
Q2 | $442K | Buy |
2,736
+291
| +12% | +$47K | 0.09% | 119 |
|
|
2024
Q1 | $391K | Buy |
2,445
+184
| +8% | +$29.4K | 0.07% | 154 |
|
|
2023
Q4 | $300K | Buy |
2,261
+27
| +1% | +$3.59K | 0.06% | 160 |
|
|
2023
Q3 | $252K | Sell |
2,234
-121
| -5% | -$13.7K | 0.06% | 161 |
|
|
2023
Q2 | $297K | Buy |
2,355
+25
| +1% | +$3.15K | 0.06% | 146 |
|
|
2023
Q1 | $263K | Buy |
2,330
+901
| +63% | +$102K | 0.06% | 159 |
|
|
2022
Q4 | $144K | Sell |
1,429
-1,007
| -41% | -$102K | 0.03% | 238 |
|
|
2022
Q3 | $228K | Buy |
2,436
+13
| +0.5% | +$1.22K | 0.07% | 146 |
|
|
2022
Q2 | $216K | Hold |
2,423
| – | – | 0.06% | 174 |
|
|
2022
Q1 | $246K | Buy |
+2,423
| New | +$246K | 0.06% | 176 |
|