PDS Planning’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Sell |
3,253
-168
| -5% | -$29K | 0.04% | 212 |
|
|
2025
Q1 | $755K | Buy |
3,421
+58
| +2% | +$12.8K | 0.06% | 149 |
|
|
2024
Q4 | $691K | Sell |
3,363
-34
| -1% | -$6.98K | 0.06% | 141 |
|
|
2024
Q3 | $610K | Buy |
3,397
+532
| +19% | +$95.6K | 0.05% | 159 |
|
|
2024
Q2 | $427K | Buy |
2,865
+49
| +2% | +$7.3K | 0.04% | 196 |
|
|
2024
Q1 | $450K | Buy |
2,816
+137
| +5% | +$21.9K | 0.05% | 178 |
|
|
2023
Q4 | $356K | Sell |
2,679
-76
| -3% | -$10.1K | 0.04% | 205 |
|
|
2023
Q3 | $311K | Buy |
2,755
+105
| +4% | +$11.9K | 0.04% | 208 |
|
|
2023
Q2 | $334K | Buy |
2,650
+227
| +9% | +$28.6K | 0.04% | 191 |
|
|
2023
Q1 | $274K | Buy |
+2,423
| New | +$274K | 0.04% | 214 |
|