Trajan Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.3M | Buy |
187,278
+22,035
| +13% | +$3.8M | 1.58% | 16 |
|
|
2025
Q1 | $36.5M | Buy |
165,243
+4,596
| +3% | +$1.01M | 1.99% | 12 |
|
|
2024
Q4 | $33M | Buy |
160,647
+8,100
| +5% | +$1.66M | 1.83% | 12 |
|
|
2024
Q3 | $27.4M | Buy |
152,547
+9,951
| +7% | +$1.79M | 1.62% | 13 |
|
|
2024
Q2 | $21.3M | Buy |
142,596
+8,933
| +7% | +$1.33M | 1.36% | 19 |
|
|
2024
Q1 | $21.4M | Buy |
+133,663
| New | +$21.4M | 1.45% | 19 |
|