Private 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 | $41.4K | Buy |
240
+18
| +8% | +$3.1K | 0.01% | 193 |
|
|
2025
Q1 | $49K | Hold |
222
| – | – | 0.02% | 170 |
|
|
2024
Q4 | $45.6K | Hold |
222
| – | – | 0.02% | 176 |
|
|
2024
Q3 | $39.9K | Sell |
222
-1
| -0.4% | -$180 | 0.02% | 186 |
|
|
2024
Q2 | $33.2K | Hold |
223
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $35.6K | Sell |
223
-3
| -1% | -$479 | 0.02% | 196 |
|
|
2023
Q4 | $30K | Buy |
+226
| New | +$30K | 0.01% | 214 |
|