Red Door Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
3,111
+277
| +10% | +$47.8K | 0.06% | 153 |
|
|
2025
Q1 | $626K | Sell |
2,834
-106
| -4% | -$23.4K | 0.09% | 115 |
|
|
2024
Q4 | $604K | Buy |
2,940
+16
| +0.5% | +$3.29K | 0.09% | 118 |
|
|
2024
Q3 | $525K | Sell |
2,924
-453
| -13% | -$81.4K | 0.09% | 120 |
|
|
2024
Q2 | $503K | Buy |
3,377
+198
| +6% | +$29.5K | 0.09% | 114 |
|
|
2024
Q1 | $508K | Hold |
3,179
| – | – | 0.1% | 112 |
|
|
2023
Q4 | $422K | Sell |
3,179
-55
| -2% | -$7.31K | 0.09% | 123 |
|
|
2023
Q3 | $365K | Sell |
3,234
-5,038
| -61% | -$569K | 0.09% | 126 |
|
|
2023
Q2 | $1.04M | Buy |
8,272
+5,976
| +260% | +$754K | 0.23% | 76 |
|
|
2023
Q1 | $260K | Buy |
+2,296
| New | +$260K | 0.08% | 129 |
|
|
2021
Q3 | – | Sell |
-55
| Closed | -$5K | – | 314 |
|
|
2021
Q2 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 515 |
|
|
2020
Q3 | – | Sell |
-55
| Closed | -$5K | – | 212 |
|
|
2020
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 360 |
|
|
2020
Q1 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 336 |
|