Retirement Planning Company of New England’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Sell |
3,410
-5
| -0.1% | -$862 | 0.26% | 109 |
|
|
2025
Q1 | $754K | Sell |
3,415
-5
| -0.1% | -$1.1K | 0.38% | 80 |
|
|
2024
Q4 | $703K | Hold |
3,420
| – | – | 0.34% | 84 |
|
|
2024
Q3 | $614K | Hold |
3,420
| – | – | 0.31% | 100 |
|
|
2024
Q2 | $510K | Sell |
3,420
-550
| -14% | -$82K | 0.28% | 101 |
|
|
2024
Q1 | $634K | Sell |
3,970
-105
| -3% | -$16.8K | 0.35% | 91 |
|
|
2023
Q4 | $541K | Sell |
4,075
-225
| -5% | -$29.9K | 0.24% | 111 |
|
|
2023
Q3 | $486K | Sell |
4,300
-325
| -7% | -$36.7K | 0.27% | 103 |
|
|
2023
Q2 | $583K | Sell |
4,625
-530
| -10% | -$66.9K | 0.34% | 96 |
|
|
2023
Q1 | $583K | Sell |
5,155
-257
| -5% | -$29K | 0.35% | 97 |
|
|
2022
Q4 | $547K | Buy |
5,412
+60
| +1% | +$6.06K | 0.36% | 99 |
|
|
2022
Q3 | $500K | Sell |
5,352
-540
| -9% | -$50.4K | 0.36% | 93 |
|
|
2022
Q2 | $524K | Sell |
5,892
-868
| -13% | -$77.2K | 0.36% | 94 |
|
|
2022
Q1 | $685K | Buy |
6,760
+1,680
| +33% | +$170K | 0.39% | 80 |
|
|
2021
Q4 | $527K | Buy |
+5,080
| New | +$527K | 0.26% | 112 |
|