Richard W. Paul & Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86K | Buy |
34
+2
| +6% | +$345 | ﹤0.01% | 263 |
|
|
2025
Q1 | $7.07K | Sell |
32
-3
| -9% | -$663 | ﹤0.01% | 251 |
|
|
2024
Q4 | $7.19K | Sell |
35
-1,373
| -98% | -$282K | ﹤0.01% | 331 |
|
|
2024
Q3 | $253K | Sell |
1,408
-310
| -18% | -$55.7K | 0.09% | 159 |
|
|
2024
Q2 | $256K | Sell |
1,718
-90
| -5% | -$13.4K | 0.1% | 155 |
|
|
2024
Q1 | $289K | Sell |
1,808
-728
| -29% | -$116K | 0.12% | 153 |
|
|
2023
Q4 | $337K | Sell |
2,536
-80
| -3% | -$10.6K | 0.14% | 141 |
|
|
2023
Q3 | $296K | Sell |
2,616
-101
| -4% | -$11.4K | 0.14% | 138 |
|
|
2023
Q2 | $343K | Sell |
2,717
-33
| -1% | -$4.16K | 0.15% | 143 |
|
|
2023
Q1 | $311K | Sell |
2,750
-409
| -13% | -$46.2K | 0.14% | 147 |
|
|
2022
Q4 | $319K | Buy |
+3,159
| New | +$319K | 0.16% | 140 |
|