SMART 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 | $264K | Sell |
1,528
-2,261
| -60% | -$390K | 0.08% | 147 |
|
|
2025
Q1 | $837K | Buy |
3,789
+303
| +9% | +$66.9K | 0.3% | 79 |
|
|
2024
Q4 | $716K | Buy |
3,486
+2,270
| +187% | +$466K | 0.25% | 91 |
|
|
2024
Q3 | $218K | Sell |
1,216
-154
| -11% | -$27.7K | 0.09% | 132 |
|
|
2024
Q2 | $204K | Sell |
1,370
-5,921
| -81% | -$882K | 0.08% | 119 |
|
|
2024
Q1 | $1.17M | Sell |
7,291
-683
| -9% | -$109K | 0.53% | 42 |
|
|
2023
Q4 | $1.06M | Buy |
7,974
+755
| +10% | +$100K | 0.58% | 35 |
|
|
2023
Q3 | $815K | Sell |
7,219
-1,403
| -16% | -$158K | 0.61% | 41 |
|
|
2023
Q2 | $1.09M | Hold |
8,622
| – | – | 0.82% | 35 |
|
|
2023
Q1 | $975K | Sell |
8,622
-2,047
| -19% | -$231K | 0.86% | 36 |
|
|
2022
Q4 | $1.08M | Buy |
+10,669
| New | +$1.08M | 0.81% | 35 |
|