Portside Wealth Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
1,873
+138
| +8% | +$23.8K | 0.05% | 337 |
|
|
2025
Q1 | $383K | Buy |
1,735
+124
| +8% | +$27.4K | 0.06% | 274 |
|
|
2024
Q4 | $331K | Sell |
1,611
-152
| -9% | -$31.2K | 0.05% | 304 |
|
|
2024
Q3 | $317K | Buy |
1,763
+195
| +12% | +$35K | 0.05% | 298 |
|
|
2024
Q2 | $234K | Sell |
1,568
-112
| -7% | -$16.7K | 0.04% | 314 |
|
|
2024
Q1 | $268K | Buy |
1,680
+4
| +0.2% | +$639 | 0.05% | 297 |
|
|
2023
Q4 | $223K | Buy |
+1,676
| New | +$223K | 0.04% | 320 |
|