Regent Peak Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $514K | Sell |
2,329
-15
| -0.6% | -$3.31K | 0.12% | 80 |
|
|
2024
Q4 | $482K | Buy |
2,344
+1
| +0% | +$205 | 0.11% | 90 |
|
|
2024
Q3 | $421K | Buy |
2,343
+28
| +1% | +$5.03K | 0.1% | 96 |
|
|
2024
Q2 | $3.45M | Buy |
2,315
+31
| +1% | +$46.2K | 0.79% | 25 |
|
|
2024
Q1 | $365K | Sell |
2,284
-9
| -0.4% | -$1.44K | 0.09% | 103 |
|
|
2023
Q4 | $305K | Buy |
2,293
+5
| +0.2% | +$664 | 0.08% | 109 |
|
|
2023
Q3 | $258K | Buy |
2,288
+18
| +0.8% | +$2.03K | 0.08% | 121 |
|
|
2023
Q2 | $286K | Sell |
2,270
-16
| -0.7% | -$2.02K | 0.08% | 109 |
|
|
2023
Q1 | $258K | Buy |
2,286
+7
| +0.3% | +$791 | 0.08% | 120 |
|
|
2022
Q4 | $230K | Buy |
+2,279
| New | +$230K | 0.08% | 143 |
|
|
2021
Q1 | – | Sell |
-1,520
| Closed | -$173K | – | 434 |
|
|
2020
Q4 | $173K | Buy |
+1,520
| New | +$173K | 0.06% | 152 |
|