Phillips Wealth Planners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
1,936
+14
| +0.7% | +$2.39K | 0.3% | 116 |
|
|
2025
Q1 | $400K | Buy |
1,922
+70
| +4% | +$14.6K | 0.42% | 81 |
|
|
2024
Q4 | $371K | Buy |
1,852
+47
| +3% | +$9.42K | 0.37% | 86 |
|
|
2024
Q3 | $357K | Buy |
1,805
+35
| +2% | +$6.92K | 0.34% | 104 |
|
|
2024
Q2 | $264K | Sell |
1,770
-17
| -1% | -$2.53K | 0.28% | 133 |
|
|
2024
Q1 | $262K | Buy |
1,787
+249
| +16% | +$36.5K | 0.3% | 131 |
|
|
2023
Q4 | $212K | Buy |
+1,538
| New | +$212K | 0.26% | 147 |
|
|
2023
Q3 | – | Sell |
-1,634
| Closed | -$206K | – | 149 |
|
|
2023
Q2 | $206K | Sell |
1,634
-280
| -15% | -$35.3K | 0.27% | 140 |
|
|
2023
Q1 | $232K | Sell |
1,914
-7
| -0.4% | -$850 | 0.31% | 125 |
|
|
2022
Q4 | $224K | Buy |
+1,921
| New | +$224K | 0.39% | 93 |
|