Sendero Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Buy |
32,161
+4,955
| +18% | +$854K | 0.69% | 30 |
|
|
2025
Q1 | $6.01M | Sell |
27,206
-12,434
| -31% | -$2.75M | 0.83% | 30 |
|
|
2024
Q4 | $8.14M | Sell |
39,640
-6,682
| -14% | -$1.37M | 1.21% | 19 |
|
|
2024
Q3 | $8.32M | Buy |
46,322
+1,858
| +4% | +$334K | 1.31% | 17 |
|
|
2024
Q2 | $6.63M | Sell |
44,464
-1,722
| -4% | -$257K | 1.12% | 21 |
|
|
2024
Q1 | $7.38M | Sell |
46,186
-1,497
| -3% | -$239K | 1.27% | 17 |
|
|
2023
Q4 | $6.33M | Sell |
47,683
-6,924
| -13% | -$920K | 1.19% | 14 |
|
|
2023
Q3 | $6.17M | Buy |
54,607
+5,000
| +10% | +$565K | 1.32% | 12 |
|
|
2023
Q2 | $6.26M | Buy |
49,607
+4,324
| +10% | +$545K | 1.37% | 9 |
|
|
2023
Q1 | $5.12M | Buy |
45,283
+7,524
| +20% | +$850K | 1.57% | 7 |
|
|
2022
Q4 | $3.82M | Buy |
37,759
+5,583
| +17% | +$564K | 1.36% | 9 |
|
|
2022
Q3 | $3.01M | Buy |
32,176
+12,085
| +60% | +$1.13M | 1.25% | 11 |
|
|
2022
Q2 | $1.79M | Buy |
20,091
+1,973
| +11% | +$176K | 1.71% | 12 |
|
|
2022
Q1 | $1.84M | Buy |
18,118
+1,715
| +10% | +$174K | 0.85% | 15 |
|
|
2021
Q4 | $1.7M | Buy |
+16,403
| New | +$1.7M | 0.76% | 18 |
|