Stone House Investment 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 | $6.72K | Sell |
39
-1
| -3% | -$172 | ﹤0.01% | 292 |
|
|
2025
Q1 | $8.83K | Buy |
+40
| New | +$8.83K | ﹤0.01% | 265 |
|
|
2024
Q4 | – | Sell |
-40
| Closed | -$7.19K | – | 166 |
|
|
2024
Q3 | $7.19K | Hold |
40
| – | – | ﹤0.01% | 245 |
|
|
2024
Q2 | $5.96K | Hold |
40
| – | – | ﹤0.01% | 263 |
|
|
2024
Q1 | $6.39K | Hold |
40
| – | – | ﹤0.01% | 271 |
|
|
2023
Q4 | $5.31K | Hold |
40
| – | – | ﹤0.01% | 203 |
|
|
2023
Q3 | $4.52K | Buy |
+40
| New | +$4.52K | ﹤0.01% | 206 |
|