Trueblood Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
2,930
+129
| +5% | +$22.2K | 0.21% | 138 |
|
|
2025
Q1 | $619K | Buy |
2,801
+219
| +8% | +$48.4K | 0.29% | 118 |
|
|
2024
Q4 | $530K | Hold |
2,582
| – | – | 0.26% | 128 |
|
|
2024
Q3 | $464K | Buy |
2,582
+5
| +0.2% | +$898 | 0.23% | 130 |
|
|
2024
Q2 | $384K | Buy |
2,577
+30
| +1% | +$4.47K | 0.22% | 135 |
|
|
2024
Q1 | $407K | Buy |
2,547
+458
| +22% | +$73.2K | 0.23% | 121 |
|
|
2023
Q4 | $278K | Buy |
+2,089
| New | +$278K | 0.17% | 164 |
|