Silver Oak Securities’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
2,962
+132
| +5% | +$22.8K | 0.04% | 402 |
|
|
2025
Q1 | $612K | Buy |
2,830
+182
| +7% | +$39.3K | 0.06% | 333 |
|
|
2024
Q4 | $546K | Buy |
2,648
+1,469
| +125% | +$303K | 0.05% | 357 |
|
|
2024
Q3 | $210K | Buy |
1,179
+28
| +2% | +$4.99K | 0.02% | 482 |
|
|
2024
Q2 | $172K | Sell |
1,151
-192
| -14% | -$28.6K | 0.03% | 397 |
|
|
2024
Q1 | $215K | Sell |
1,343
-2,321
| -63% | -$371K | 0.03% | 367 |
|
|
2023
Q4 | $487K | Buy |
3,664
+1,206
| +49% | +$160K | 0.07% | 281 |
|
|
2023
Q3 | $278K | Buy |
2,458
+355
| +17% | +$40.1K | 0.06% | 240 |
|
|
2023
Q2 | $265K | Buy |
+2,103
| New | +$265K | 0.04% | 373 |
|
|
2023
Q1 | – | Sell |
-2,013
| Closed | -$203K | – | 401 |
|
|
2022
Q4 | $203K | Sell |
2,013
-445
| -18% | -$44.9K | 0.04% | 284 |
|
|
2022
Q3 | $278K | Buy |
+2,458
| New | +$278K | 0.06% | 240 |
|