Pathstone Holdings’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Sell |
73,478
-4,922
| -6% | -$849K | 0.05% | 255 |
|
|
2025
Q1 | $17.3M | Buy |
78,400
+6,516
| +9% | +$1.44M | 0.08% | 202 |
|
|
2024
Q4 | $14.8M | Buy |
71,884
+1,968
| +3% | +$404K | 0.07% | 206 |
|
|
2024
Q3 | $12.6M | Sell |
69,916
-1,024
| -1% | -$184K | 0.06% | 257 |
|
|
2024
Q2 | $10.6M | Sell |
70,940
-220
| -0.3% | -$32.8K | 0.05% | 285 |
|
|
2024
Q1 | $11.4M | Buy |
71,160
+4,979
| +8% | +$796K | 0.05% | 267 |
|
|
2023
Q4 | $8.8M | Buy |
+66,181
| New | +$8.8M | 0.05% | 282 |
|