Tradewinds LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,073
| Closed | -$237K | – | 142 |
|
|
2025
Q1 | $237K | Sell |
1,073
-40
| -4% | -$8.83K | 0.07% | 192 |
|
|
2024
Q4 | $256K | Buy |
+1,113
| New | +$256K | 0.07% | 177 |
|
|
2024
Q3 | – | Sell |
-1,462
| Closed | -$218K | – | 177 |
|
|
2024
Q2 | $218K | Buy |
+1,462
| New | +$218K | 0.07% | 192 |
|