Strategic Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
+3,332
| New | +$574K | 0.05% | 193 |
|
|
2024
Q4 | $796K | Sell |
3,461
-680
| -16% | -$156K | 0.07% | 165 |
|
|
2024
Q3 | $744K | Sell |
4,141
-131
| -3% | -$23.5K | 0.07% | 165 |
|
|
2024
Q2 | $637K | Sell |
4,272
-478
| -10% | -$71.2K | 0.07% | 173 |
|
|
2024
Q1 | $759K | Sell |
4,750
-940
| -17% | -$150K | 0.08% | 156 |
|
|
2023
Q4 | $756K | Sell |
5,690
-126
| -2% | -$16.7K | 0.09% | 149 |
|
|
2023
Q3 | $657K | Sell |
5,816
-167
| -3% | -$18.9K | 0.09% | 178 |
|
|
2023
Q2 | $755K | Buy |
5,983
+3,330
| +126% | +$420K | 0.1% | 170 |
|
|
2023
Q1 | $300K | Buy |
2,653
+315
| +13% | +$35.6K | 0.05% | 213 |
|
|
2022
Q4 | $236K | Sell |
2,338
-15
| -0.6% | -$1.52K | 0.04% | 231 |
|
|
2022
Q3 | $220K | Buy |
2,353
+19
| +0.8% | +$1.78K | 0.05% | 253 |
|
|
2022
Q2 | $208K | Buy |
+2,334
| New | +$208K | 0.04% | 228 |
|
|
2022
Q1 | – | Sell |
-2,743
| Closed | -$285K | – | 271 |
|
|
2021
Q4 | $285K | Sell |
2,743
-658
| -19% | -$68.4K | 0.05% | 233 |
|
|
2021
Q3 | $369K | Buy |
3,401
+20
| +0.6% | +$2.17K | 0.11% | 195 |
|
|
2021
Q2 | $361K | Buy |
+3,381
| New | +$361K | 0.12% | 181 |
|