QFPS
FI icon

Quantum Financial Planning Services’s Fiserv FI Stock Holding History

Quantum Financial Planning Services’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$304K Hold
1,765
– – 0.14% 35
2025
Q1 		$390K Buy
1,765
+161
+10% +$35.6K 0.21% 19
2024
Q4 		$329K Buy
+1,604
New +$329K 0.18% 24