Sage Mountain Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
2,649
-14
| -0.5% | -$2.41K | 0.03% | 256 |
|
|
2025
Q1 | $588K | Buy |
2,663
+281
| +12% | +$62.1K | 0.04% | 197 |
|
|
2024
Q4 | $489K | Buy |
2,382
+63
| +3% | +$12.9K | 0.04% | 215 |
|
|
2024
Q3 | $417K | Sell |
2,319
-128
| -5% | -$23K | 0.04% | 234 |
|
|
2024
Q2 | $365K | Buy |
2,447
+72
| +3% | +$10.7K | 0.03% | 219 |
|
|
2024
Q1 | $380K | Buy |
2,375
+244
| +11% | +$39K | 0.04% | 203 |
|
|
2023
Q4 | $283K | Buy |
2,131
+119
| +6% | +$15.8K | 0.03% | 214 |
|
|
2023
Q3 | $227K | Sell |
2,012
-192
| -9% | -$21.7K | 0.03% | 225 |
|
|
2023
Q2 | $278K | Buy |
2,204
+21
| +1% | +$2.65K | 0.04% | 194 |
|
|
2023
Q1 | $247K | Buy |
+2,183
| New | +$247K | 0.04% | 198 |
|