Spire 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 | $3.83M | Sell |
22,913
-13,457
| -37% | -$2.25M | 0.14% | 135 |
|
|
2025
Q1 | $8.03M | Sell |
36,370
-5,178
| -12% | -$1.14M | 0.26% | 83 |
|
|
2024
Q4 | $8.53M | Sell |
41,548
-7,968
| -16% | -$1.64M | 0.27% | 83 |
|
|
2024
Q3 | $8.9M | Sell |
49,516
-1,572
| -3% | -$282K | 0.3% | 74 |
|
|
2024
Q2 | $7.6M | Sell |
51,088
-12,239
| -19% | -$1.82M | 0.27% | 84 |
|
|
2024
Q1 | $25M | Buy |
63,327
+7,230
| +13% | +$2.85M | 0.45% | 42 |
|
|
2023
Q4 | $7.8M | Buy |
56,097
+6,040
| +12% | +$840K | 0.26% | 81 |
|
|
2023
Q3 | $5.65M | Sell |
50,057
-20,941
| -29% | -$2.37M | 0.22% | 91 |
|
|
2023
Q2 | $8.96M | Buy |
70,998
+538
| +0.8% | +$67.9K | 0.33% | 66 |
|
|
2023
Q1 | $7.96M | Buy |
70,460
+54,683
| +347% | +$6.18M | 0.31% | 66 |
|
|
2022
Q4 | $1.6M | Buy |
15,777
+28
| +0.2% | +$2.83K | 0.09% | 180 |
|
|
2022
Q3 | $1.47M | Sell |
15,749
-764
| -5% | -$71.5K | 0.09% | 161 |
|
|
2022
Q2 | $1.47M | Sell |
16,513
-454
| -3% | -$40.4K | 0.06% | 254 |
|
|
2022
Q1 | $1.72M | Sell |
16,967
-104
| -0.6% | -$10.5K | 0.05% | 299 |
|
|
2021
Q4 | $1.78M | Sell |
17,071
-2,115
| -11% | -$220K | 0.04% | 332 |
|
|
2021
Q3 | $2.08M | Sell |
19,186
-151
| -0.8% | -$16.4K | 0.06% | 276 |
|
|
2021
Q2 | $2.07M | Sell |
19,337
-178
| -0.9% | -$19K | 0.06% | 283 |
|
|
2021
Q1 | $2.33M | Buy |
+19,515
| New | +$2.33M | 0.06% | 250 |
|