Smartleaf Asset 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 | $1.33M | Sell |
7,691
-1,391
| -15% | -$240K | 0.12% | 199 |
|
|
2025
Q1 | $1.96M | Sell |
9,082
-29
| -0.3% | -$6.27K | 0.19% | 121 |
|
|
2024
Q4 | $1.88M | Buy |
9,111
+1,229
| +16% | +$254K | 0.19% | 117 |
|
|
2024
Q3 | $1.41M | Buy |
7,882
+1,947
| +33% | +$347K | 0.17% | 141 |
|
|
2024
Q2 | $885K | Buy |
5,935
+1,503
| +34% | +$224K | 0.15% | 164 |
|
|
2024
Q1 | $706K | Buy |
4,432
+1,119
| +34% | +$178K | 0.14% | 174 |
|
|
2023
Q4 | $435K | Buy |
+3,313
| New | +$435K | 0.12% | 181 |
|