Summit Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,520
| Closed | -$1.13M | – | 721 |
|
|
2024
Q4 | $1.13M | Buy |
5,520
+1,295
| +31% | +$266K | 0.04% | 293 |
|
|
2024
Q3 | $759K | Buy |
4,225
+911
| +27% | +$164K | 0.03% | 306 |
|
|
2024
Q2 | $494K | Buy |
3,314
+1,346
| +68% | +$201K | 0.02% | 327 |
|
|
2024
Q1 | $315K | Sell |
1,968
-44
| -2% | -$7.03K | 0.02% | 314 |
|
|
2023
Q4 | $267K | Buy |
+2,012
| New | +$267K | 0.02% | 308 |
|