Wayfinding Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
8,578
-258
| -3% | -$35.1K | 0.52% | 38 |
|
|
2025
Q1 | $1.95M | Buy |
8,836
+9
| +0.1% | +$1.99K | 0.85% | 26 |
|
|
2024
Q4 | $1.81M | Buy |
+8,827
| New | +$1.81M | 0.97% | 23 |
|
|
2024
Q3 | – | Sell |
-8,822
| Closed | -$1.31M | – | 65 |
|
|
2024
Q2 | $1.31M | Sell |
8,822
-4
| -0% | -$596 | 0.74% | 31 |
|
|
2024
Q1 | $1.35M | Buy |
8,826
+53
| +0.6% | +$8.12K | 0.79% | 30 |
|
|
2023
Q4 | $1.17M | Sell |
8,773
-46
| -0.5% | -$6.11K | 0.79% | 28 |
|
|
2023
Q3 | $995K | Sell |
8,819
-23
| -0.3% | -$2.6K | 0.75% | 28 |
|
|
2023
Q2 | $1.11M | Buy |
8,842
+50
| +0.6% | +$6.25K | 0.77% | 25 |
|
|
2023
Q1 | $993K | Buy |
8,792
+449
| +5% | +$50.7K | 0.76% | 26 |
|
|
2022
Q4 | $836K | Sell |
8,343
-254
| -3% | -$25.5K | 0.67% | 28 |
|
|
2022
Q3 | $804K | Buy |
8,597
+250
| +3% | +$23.4K | 0.75% | 23 |
|
|
2022
Q2 | $742K | Hold |
8,347
| – | – | 0.65% | 28 |
|
|
2022
Q1 | $798K | Buy |
8,347
+4
| +0% | +$382 | 0.67% | 26 |
|
|
2021
Q4 | $836K | Buy |
+8,343
| New | +$836K | 0.67% | 28 |
|