Quotient 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 | $546K | Sell |
3,167
-262
| -8% | -$45.2K | 0.02% | 173 |
|
|
2025
Q1 | $757K | Buy |
3,429
+243
| +8% | +$53.7K | 0.02% | 133 |
|
|
2024
Q4 | $654K | Buy |
3,186
+256
| +9% | +$52.6K | 0.02% | 143 |
|
|
2024
Q3 | $526K | Sell |
2,930
-1,152
| -28% | -$207K | 0.02% | 170 |
|
|
2024
Q2 | $608K | Buy |
4,082
+33
| +0.8% | +$4.92K | 0.02% | 154 |
|
|
2024
Q1 | $647K | Buy |
4,049
+356
| +10% | +$56.9K | 0.02% | 148 |
|
|
2023
Q4 | $491K | Buy |
+3,693
| New | +$491K | 0.02% | 174 |
|