Peterson Wealth 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 | $361K | Buy |
2,091
+2
| +0.1% | +$345 | 0.1% | 103 |
|
|
2025
Q1 | $461K | Sell |
2,089
-69
| -3% | -$15.2K | 0.14% | 96 |
|
|
2024
Q4 | $443K | Sell |
2,158
-353
| -14% | -$72.5K | 0.13% | 95 |
|
|
2024
Q3 | $451K | Buy |
2,511
+84
| +3% | +$15.1K | 0.14% | 94 |
|
|
2024
Q2 | $362K | Buy |
2,427
+15
| +0.6% | +$2.24K | 0.13% | 100 |
|
|
2024
Q1 | $385K | Sell |
2,412
-6
| -0.2% | -$959 | 0.14% | 96 |
|
|
2023
Q4 | $321K | Buy |
2,418
+51
| +2% | +$6.78K | 0.14% | 76 |
|
|
2023
Q3 | $267K | Sell |
2,367
-4
| -0.2% | -$452 | 0.2% | 56 |
|
|
2023
Q2 | $299K | Buy |
2,371
+25
| +1% | +$3.15K | 0.14% | 76 |
|
|
2023
Q1 | $265K | Sell |
2,346
-142
| -6% | -$16.1K | 0.14% | 82 |
|
|
2022
Q4 | $251K | Buy |
+2,488
| New | +$251K | 0.14% | 80 |
|