RWA 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 | $471K | Hold |
2,731
| – | – | 0.01% | 434 |
|
|
2025
Q1 | $603K | Sell |
2,731
-520
| -16% | -$115K | 0.01% | 386 |
|
|
2024
Q4 | $668K | Buy |
3,251
+391
| +14% | +$80.3K | 0.01% | 380 |
|
|
2024
Q3 | $514K | Buy |
2,860
+12
| +0.4% | +$2.16K | 0.01% | 398 |
|
|
2024
Q2 | $424K | Buy |
2,848
+12
| +0.4% | +$1.79K | 0.01% | 409 |
|
|
2024
Q1 | $453K | Buy |
2,836
+237
| +9% | +$37.9K | 0.01% | 403 |
|
|
2023
Q4 | $345K | Buy |
+2,599
| New | +$345K | ﹤0.01% | 421 |
|
|
2018
Q2 | – | Sell |
-4,260
| Closed | -$304K | – | 811 |
|
|
2018
Q1 | $304K | Sell |
4,260
-4,656
| -52% | -$332K | 0.04% | 161 |
|
|
2017
Q4 | $585K | Buy |
8,916
+38
| +0.4% | +$2.49K | 0.07% | 155 |
|
|
2017
Q3 | $572K | Buy |
8,878
+22
| +0.2% | +$1.42K | 0.06% | 147 |
|
|
2017
Q2 | $542K | Hold |
8,856
| – | – | 0.07% | 131 |
|
|
2017
Q1 | $511K | Buy |
+8,856
| New | +$511K | 0.07% | 130 |
|