Pineridge Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Buy |
99
+8
| +9% | +$1.38K | 0.01% | 172 |
|
|
2025
Q1 | $20.1K | Sell |
91
-3
| -3% | -$663 | 0.01% | 175 |
|
|
2024
Q4 | $19.3K | Sell |
94
-4
| -4% | -$822 | 0.01% | 226 |
|
|
2024
Q3 | $17.6K | Hold |
98
| – | – | 0.01% | 224 |
|
|
2024
Q2 | $14.6K | Hold |
98
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $15.7K | Hold |
98
| – | – | 0.01% | 245 |
|
|
2023
Q4 | $13K | Buy |
+98
| New | +$13K | ﹤0.01% | 340 |
|