Pinnacle Wealth Planning 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 | $224K | Sell |
1,299
-202
| -13% | -$34.8K | 0.03% | 388 |
|
|
2025
Q1 | $331K | Buy |
1,501
+205
| +16% | +$45.3K | 0.05% | 235 |
|
|
2024
Q4 | $266K | Sell |
1,296
-1,220
| -48% | -$251K | 0.04% | 283 |
|
|
2024
Q3 | $452K | Hold |
2,516
| – | – | 0.06% | 206 |
|
|
2024
Q2 | $375K | Hold |
2,516
| – | – | 0.05% | 230 |
|
|
2024
Q1 | $402K | Sell |
2,516
-1
| -0% | -$160 | 0.06% | 229 |
|
|
2023
Q4 | $334K | Sell |
2,517
-16
| -0.6% | -$2.13K | 0.05% | 244 |
|
|
2023
Q3 | $286K | Hold |
2,533
| – | – | 0.05% | 267 |
|
|
2023
Q2 | $320K | Sell |
2,533
-8
| -0.3% | -$1.01K | 0.05% | 249 |
|
|
2023
Q1 | $287K | Hold |
2,541
| – | – | 0.05% | 281 |
|
|
2022
Q4 | $257K | Buy |
+2,541
| New | +$257K | 0.05% | 295 |
|
|
2021
Q4 | – | Sell |
-1,975
| Closed | -$214K | – | 434 |
|
|
2021
Q3 | $214K | Buy |
+1,975
| New | +$214K | 0.05% | 316 |
|
|
2021
Q1 | – | Sell |
-1,251
| Closed | -$142K | – | 910 |
|
|
2020
Q4 | $142K | Buy |
+1,251
| New | +$142K | 0.03% | 356 |
|
|
2020
Q2 | – | Sell |
-2,115
| Closed | -$200K | – | 278 |
|
|
2020
Q1 | $200K | Buy |
+2,115
| New | +$200K | 0.1% | 194 |
|