Thrive Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,289
| Closed | -$490K | – | 222 |
|
|
2024
Q2 | $490K | Buy |
3,289
+26
| +0.8% | +$3.88K | 0.1% | 105 |
|
|
2024
Q1 | $521K | Sell |
3,263
-1,192
| -27% | -$191K | 0.11% | 102 |
|
|
2023
Q4 | $592K | Sell |
4,455
-1,788
| -29% | -$238K | 0.13% | 97 |
|
|
2023
Q3 | $705K | Sell |
6,243
-1,118
| -15% | -$126K | 0.19% | 74 |
|
|
2023
Q2 | $929K | Sell |
7,361
-212
| -3% | -$26.7K | 0.24% | 56 |
|
|
2023
Q1 | $856K | Buy |
7,573
+1,052
| +16% | +$119K | 0.22% | 60 |
|
|
2022
Q4 | $659K | Buy |
6,521
+565
| +9% | +$57.1K | 0.19% | 71 |
|
|
2022
Q3 | $557K | Buy |
5,956
+2,337
| +65% | +$219K | 0.2% | 75 |
|
|
2022
Q2 | $322K | Sell |
3,619
-858
| -19% | -$76.3K | 0.11% | 112 |
|
|
2022
Q1 | $454K | Buy |
4,477
+791
| +21% | +$80.2K | 0.13% | 90 |
|
|
2021
Q4 | $383K | Buy |
+3,686
| New | +$383K | 0.13% | 101 |
|