TW
TritonPoint Wealth’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
3,737
+1,890
| +102% | +$326K | 0.06% | 189 |
|
|
2025
Q1 | $408K | Buy |
1,847
+131
| +8% | +$28.9K | 0.04% | 239 |
|
|
2024
Q4 | $353K | Buy |
1,716
+2
| +0.1% | +$411 | 0.03% | 250 |
|
|
2024
Q3 | $306K | Buy |
1,714
+116
| +7% | +$20.7K | 0.03% | 265 |
|
|
2024
Q2 | $238K | Buy |
+1,598
| New | +$238K | 0.02% | 289 |
|