Prestige Wealth Management 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 | $31.4K | Hold |
182
| – | – | 0.01% | 307 |
|
|
2025
Q1 | $40.2K | Hold |
182
| – | – | 0.01% | 274 |
|
|
2024
Q4 | $37.4K | Hold |
182
| – | – | 0.01% | 289 |
|
|
2024
Q3 | $32.7K | Sell |
182
-1,505
| -89% | -$270K | 0.01% | 289 |
|
|
2024
Q2 | $251K | Buy |
1,687
+1,494
| +774% | +$223K | 0.05% | 129 |
|
|
2024
Q1 | $30.8K | Sell |
193
-1,874
| -91% | -$300K | 0.01% | 296 |
|
|
2023
Q4 | $275K | Buy |
2,067
+185
| +10% | +$24.6K | 0.06% | 122 |
|
|
2023
Q3 | $213K | Buy |
1,882
+1,629
| +644% | +$184K | 0.05% | 133 |
|
|
2023
Q2 | $31.9K | Hold |
253
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $28.6K | Sell |
253
-46
| -15% | -$5.2K | 0.01% | 289 |
|
|
2022
Q4 | $30.2K | Buy |
299
+65
| +28% | +$6.57K | 0.01% | 301 |
|
|
2022
Q3 | $22K | Buy |
234
+4
| +2% | +$376 | 0.01% | 302 |
|
|
2022
Q2 | $20K | Sell |
230
-17
| -7% | -$1.48K | 0.01% | 331 |
|
|
2022
Q1 | $25K | Buy |
247
+15
| +6% | +$1.52K | 0.01% | 311 |
|
|
2021
Q4 | $24K | Sell |
232
-105
| -31% | -$10.9K | 0.01% | 352 |
|
|
2021
Q3 | $37K | Buy |
337
+21
| +7% | +$2.31K | 0.01% | 286 |
|
|
2021
Q2 | $34K | Hold |
316
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $38K | Buy |
316
+60
| +23% | +$7.22K | 0.01% | 277 |
|
|
2020
Q4 | $29K | Sell |
256
-57
| -18% | -$6.46K | 0.01% | 304 |
|
|
2020
Q3 | $32K | Sell |
313
-2
| -0.6% | -$204 | 0.01% | 298 |
|
|
2020
Q2 | $31K | Sell |
315
-292
| -48% | -$28.7K | 0.01% | 276 |
|
|
2020
Q1 | $58K | Buy |
607
+546
| +895% | +$52.2K | 0.02% | 166 |
|
|
2019
Q4 | $7K | Buy |
61
+20
| +49% | +$2.3K | ﹤0.01% | 380 |
|
|
2019
Q3 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 434 |
|
|
2019
Q1 | – | Sell |
-193
| Closed | -$14K | – | 726 |
|
|
2018
Q4 | $14K | Buy |
+193
| New | +$14K | 0.01% | 376 |
|