Secure Asset Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
+2,698
| New | +$465K | 0.09% | 192 |
|
|
2025
Q1 | – | Sell |
-2,790
| Closed | -$573K | – | 317 |
|
|
2024
Q4 | $573K | Sell |
2,790
-7,907
| -74% | -$1.62M | 0.09% | 178 |
|
|
2024
Q3 | $1.92M | Sell |
10,697
-896
| -8% | -$161K | 0.32% | 68 |
|
|
2024
Q2 | $1.73M | Buy |
11,593
+2,686
| +30% | +$400K | 0.33% | 68 |
|
|
2024
Q1 | $1.42M | Sell |
8,907
-89
| -1% | -$14.2K | 0.33% | 76 |
|
|
2023
Q4 | $1.2M | Buy |
8,996
+377
| +4% | +$50.1K | 0.32% | 80 |
|
|
2023
Q3 | $974K | Buy |
8,619
+496
| +6% | +$56K | 0.29% | 92 |
|
|
2023
Q2 | $1.02M | Sell |
8,123
-278
| -3% | -$35.1K | 0.31% | 79 |
|
|
2023
Q1 | $950K | Sell |
8,401
-24
| -0.3% | -$2.71K | 0.32% | 77 |
|
|
2022
Q4 | $852K | Buy |
8,425
+6,269
| +291% | +$634K | 0.31% | 82 |
|
|
2022
Q3 | $202K | Buy |
+2,156
| New | +$202K | 0.11% | 147 |
|