Premier Path Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
2,694
-51
| -2% | -$8.79K | 0.06% | 259 |
|
|
2025
Q1 | $606K | Buy |
2,745
+259
| +10% | +$57.2K | 0.09% | 212 |
|
|
2024
Q4 | $511K | Buy |
2,486
+63
| +3% | +$12.9K | 0.08% | 231 |
|
|
2024
Q3 | $435K | Buy |
2,423
+66
| +3% | +$11.9K | 0.07% | 247 |
|
|
2024
Q2 | $351K | Buy |
2,357
+30
| +1% | +$4.47K | 0.06% | 268 |
|
|
2024
Q1 | $372K | Buy |
2,327
+38
| +2% | +$6.07K | 0.07% | 243 |
|
|
2023
Q4 | $304K | Buy |
+2,289
| New | +$304K | 0.07% | 256 |
|