Sheets Smith 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 | $246K | Sell |
1,429
-2,972
| -68% | -$512K | 0.03% | 368 |
|
|
2025
Q1 | $972K | Hold |
4,401
| – | – | 0.12% | 162 |
|
|
2024
Q4 | $904K | Hold |
4,401
| – | – | 0.11% | 170 |
|
|
2024
Q3 | $791K | Buy |
4,401
+1
| +0% | +$180 | 0.1% | 181 |
|
|
2024
Q2 | $656K | Sell |
4,400
-511
| -10% | -$76.2K | 0.08% | 201 |
|
|
2024
Q1 | $785K | Buy |
4,911
+2,136
| +77% | +$341K | 0.09% | 183 |
|
|
2023
Q4 | $369K | Buy |
+2,775
| New | +$369K | 0.05% | 264 |
|
|
2023
Q3 | – | Sell |
-7,846
| Closed | -$990K | – | 491 |
|
|
2023
Q2 | $990K | Buy |
7,846
+1,010
| +15% | +$127K | 0.14% | 140 |
|
|
2023
Q1 | $773K | Hold |
6,836
| – | – | 0.12% | 158 |
|
|
2022
Q4 | $691K | Hold |
6,836
| – | – | 0.11% | 164 |
|
|
2022
Q3 | $640K | Buy |
+6,836
| New | +$640K | 0.11% | 159 |
|
|
2021
Q4 | – | Sell |
-4,239
| Closed | -$460K | – | 383 |
|
|
2021
Q3 | $460K | Sell |
4,239
-1,090
| -20% | -$118K | 0.06% | 227 |
|
|
2021
Q2 | $570K | Buy |
+5,329
| New | +$570K | 0.08% | 203 |
|
|
2020
Q2 | – | Sell |
-10,275
| Closed | -$976K | – | 272 |
|
|
2020
Q1 | $976K | Sell |
10,275
-2,050
| -17% | -$195K | 0.2% | 112 |
|
|
2019
Q4 | $1.42M | Sell |
12,325
-130
| -1% | -$14.9K | 0.27% | 95 |
|
|
2019
Q3 | $1.29M | Sell |
12,455
-585
| -4% | -$60.6K | 0.27% | 100 |
|
|
2019
Q2 | $1.19M | Buy |
13,040
+7,480
| +135% | +$682K | 0.24% | 103 |
|
|
2019
Q1 | $491K | Buy |
+5,560
| New | +$491K | 0.11% | 204 |
|
|
2016
Q3 | – | Sell |
-18,384
| Closed | -$999K | – | 272 |
|
|
2016
Q2 | $999K | Sell |
18,384
-354
| -2% | -$19.2K | 0.29% | 97 |
|
|
2016
Q1 | $961K | Buy |
+18,738
| New | +$961K | 0.3% | 88 |
|
|
2013
Q3 | – | Sell |
-23,800
| Closed | -$520K | – | 243 |
|
|
2013
Q2 | $520K | Buy |
+23,800
| New | +$520K | 0.18% | 161 |
|