Synergy Asset Management’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 |
-6,250
| Closed | -$1.12M | – | 327 |
|
|
2024
Q4 | $1.12M | Hold |
6,250
| – | – | 0.09% | 112 |
|
|
2024
Q3 | $1.12M | Sell |
6,250
-1,730
| -22% | -$311K | 0.17% | 79 |
|
|
2024
Q2 | $1.19M | Buy |
7,980
+1,558
| +24% | +$232K | 0.19% | 79 |
|
|
2024
Q1 | $1.03M | Sell |
6,422
-1,773
| -22% | -$283K | 0.17% | 75 |
|
|
2023
Q4 | $1.09M | Sell |
8,195
-867
| -10% | -$115K | 0.2% | 83 |
|
|
2023
Q3 | $1.02M | Buy |
+9,062
| New | +$1.02M | 0.2% | 79 |
|