Twin City Private 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 | $585K | Buy |
3,392
+127
| +4% | +$21.9K | 0.48% | 71 |
|
|
2025
Q1 | $721K | Sell |
3,265
-219
| -6% | -$48.4K | 0.63% | 62 |
|
|
2024
Q4 | $716K | Buy |
3,484
+85
| +3% | +$17.5K | 0.63% | 61 |
|
|
2024
Q3 | $611K | Buy |
3,399
+12
| +0.4% | +$2.16K | 0.53% | 67 |
|
|
2024
Q2 | $505K | Buy |
3,387
+288
| +9% | +$42.9K | 0.48% | 70 |
|
|
2024
Q1 | $495K | Buy |
+3,099
| New | +$495K | 0.49% | 67 |
|