Pinkerton Retirement Specialists’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,186
| Closed | -$244K | – | 116 |
|
|
2024
Q4 | $244K | Buy |
+1,186
| New | +$244K | 0.04% | 123 |
|
|
2017
Q1 | – | Sell |
-98
| Closed | -$5K | – | 254 |
|
|
2016
Q4 | $5K | Sell |
98
-20
| -17% | -$1.02K | ﹤0.01% | 456 |
|
|
2016
Q3 | $6K | Sell |
118
-14
| -11% | -$712 | ﹤0.01% | 440 |
|
|
2016
Q2 | $7K | Buy |
132
+4
| +3% | +$212 | ﹤0.01% | 427 |
|
|
2016
Q1 | $7K | Sell |
128
-196
| -60% | -$10.7K | ﹤0.01% | 106 |
|
|
2015
Q4 | $15K | Hold |
324
| – | – | 0.01% | 64 |
|
|
2015
Q3 | $14K | Hold |
324
| – | – | 0.02% | 77 |
|
|
2015
Q2 | $14K | Buy |
+324
| New | +$14K | 0.01% | 88 |
|