Power Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
2,287
+273
| +14% | +$47.1K | 0.15% | 72 |
|
|
2025
Q1 | $445K | Sell |
2,014
-128
| -6% | -$28.3K | 0.18% | 65 |
|
|
2024
Q4 | $440K | Buy |
2,142
+394
| +23% | +$80.9K | 0.18% | 68 |
|
|
2024
Q3 | $314K | Hold |
1,748
| – | – | 0.13% | 74 |
|
|
2024
Q2 | $261K | Hold |
1,748
| – | – | 0.12% | 87 |
|
|
2024
Q1 | $279K | Sell |
1,748
-739
| -30% | -$118K | 0.18% | 80 |
|
|
2023
Q4 | $330K | Buy |
+2,487
| New | +$330K | 0.23% | 69 |
|