Personal CFO Solutions’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
1,217
-112
| -8% | -$19.3K | 0.04% | 457 |
|
|
2025
Q1 | $293K | Buy |
1,329
+154
| +13% | +$34K | 0.06% | 321 |
|
|
2024
Q4 | $241K | Buy |
+1,175
| New | +$241K | 0.05% | 388 |
|
|
2023
Q2 | – | Sell |
-2,427
| Closed | -$274K | – | 484 |
|
|
2023
Q1 | $274K | Sell |
2,427
-3
| -0.1% | -$339 | 0.06% | 337 |
|
|
2022
Q4 | $246K | Buy |
+2,430
| New | +$246K | 0.05% | 361 |
|
|
2020
Q1 | – | Sell |
-2,240
| Closed | -$259K | – | 313 |
|
|
2019
Q4 | $259K | Sell |
2,240
-52
| -2% | -$6.01K | 0.07% | 250 |
|
|
2019
Q3 | $238K | Buy |
+2,292
| New | +$238K | 0.09% | 244 |
|