PFS Investments’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$7.07M Sell
56,016
-11,915
-18% -$1.5M 0.12% 174
2023
Q1
$7.68M Sell
67,931
-8,798
-11% -$994K 0.13% 148
2022
Q4
$7.76M Buy
76,729
+12,793
+20% +$1.29M 0.14% 140
2022
Q3
$5.98K Buy
63,936
+35,523
+125% +$3.32K 0.11% 155
2022
Q2
$2.53M Buy
28,413
+4,170
+17% +$371K 0.05% 250
2022
Q1
$2.46M Buy
24,243
+9,007
+59% +$913K 0.05% 262
2021
Q4
$1.58M Buy
+15,236
New +$1.58M 0.03% 298