Stonebrook Private’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
5,962
-126
| -2% | -$21.7K | 0.24% | 86 |
|
|
2025
Q1 | $1.34M | Sell |
6,088
-3
| -0% | -$662 | 0.35% | 72 |
|
|
2024
Q4 | $1.25M | Buy |
6,091
+23
| +0.4% | +$4.73K | 0.33% | 71 |
|
|
2024
Q3 | $1.09M | Buy |
6,068
+112
| +2% | +$20.1K | 0.29% | 76 |
|
|
2024
Q2 | $888K | Sell |
5,956
-55
| -0.9% | -$8.2K | 0.26% | 83 |
|
|
2024
Q1 | $961K | Buy |
6,011
+354
| +6% | +$56.6K | 0.28% | 77 |
|
|
2023
Q4 | $751K | Buy |
+5,657
| New | +$751K | 0.25% | 79 |
|