SlateStone Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,308
| Closed | -$1.39M | – | 295 |
|
|
2025
Q1 | $1.39M | Buy |
6,308
+2,000
| +46% | +$442K | 0.14% | 123 |
|
|
2024
Q4 | $885K | Hold |
4,308
| – | – | 0.09% | 160 |
|
|
2024
Q3 | $774K | Sell |
4,308
-1,000
| -19% | -$180K | 0.07% | 178 |
|
|
2024
Q2 | $791K | Sell |
5,308
-43
| -0.8% | -$6.41K | 0.09% | 165 |
|
|
2024
Q1 | $855K | Buy |
+5,351
| New | +$855K | 0.09% | 158 |
|
|
2020
Q1 | – | Sell |
-4,604
| Closed | -$532K | – | 189 |
|
|
2019
Q4 | $532K | Buy |
+4,604
| New | +$532K | 0.12% | 127 |
|