Sandy Cove 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 | $836K | Sell |
4,847
-121
| -2% | -$20.9K | 0.3% | 49 |
|
|
2025
Q1 | $1.1M | Buy |
4,968
+34
| +0.7% | +$7.51K | 0.44% | 34 |
|
|
2024
Q4 | $1.01M | Buy |
4,934
+74
| +2% | +$15.2K | 0.4% | 39 |
|
|
2024
Q3 | $873K | Buy |
4,860
+69
| +1% | +$12.4K | 0.36% | 47 |
|
|
2024
Q2 | $714K | Sell |
4,791
-5
| -0.1% | -$745 | 0.32% | 54 |
|
|
2024
Q1 | $766K | Buy |
+4,796
| New | +$766K | 0.35% | 49 |
|