Optivise Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,041
| Closed | -$230K | – | 215 |
|
|
2025
Q1 | $230K | Sell |
1,041
-120
| -10% | -$26.5K | 0.13% | 167 |
|
|
2024
Q4 | $239K | Sell |
1,161
-161
| -12% | -$33.1K | 0.13% | 149 |
|
|
2024
Q3 | $238K | Sell |
1,322
-246
| -16% | -$44.2K | 0.13% | 149 |
|
|
2024
Q2 | $234K | Buy |
+1,568
| New | +$234K | 0.13% | 152 |
|