Perigon Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
2,587
-900
| -26% | -$155K | 0.01% | 700 |
|
|
2025
Q1 | $770K | Sell |
3,487
-79
| -2% | -$17.4K | 0.02% | 513 |
|
|
2024
Q4 | $736K | Buy |
3,566
+384
| +12% | +$79.2K | 0.02% | 525 |
|
|
2024
Q3 | $572K | Buy |
3,182
+224
| +8% | +$40.2K | 0.02% | 572 |
|
|
2024
Q2 | $441K | Buy |
2,958
+589
| +25% | +$87.8K | 0.01% | 571 |
|
|
2024
Q1 | $379K | Buy |
2,369
+469
| +25% | +$75K | 0.01% | 611 |
|
|
2023
Q4 | $252K | Sell |
1,900
-26
| -1% | -$3.45K | 0.01% | 718 |
|
|
2023
Q3 | $218K | Buy |
1,926
+188
| +11% | +$21.2K | 0.01% | 704 |
|
|
2023
Q2 | $219K | Buy |
+1,738
| New | +$219K | 0.01% | 712 |
|
|
2021
Q2 | – | Sell |
-2,878
| Closed | -$343K | – | 517 |
|
|
2021
Q1 | $343K | Buy |
2,878
+2,558
| +799% | +$305K | 0.04% | 361 |
|
|
2020
Q4 | $36K | Buy |
+320
| New | +$36K | ﹤0.01% | 843 |
|
|
2017
Q2 | – | Sell |
-176
| Closed | -$10K | – | 594 |
|
|
2017
Q1 | $10K | Buy |
176
+52
| +42% | +$2.96K | ﹤0.01% | 523 |
|
|
2016
Q4 | $7K | Buy |
+124
| New | +$7K | ﹤0.01% | 604 |
|