Wealth Alliance’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
2,032
-714
| -26% | -$123K | 0.04% | 367 |
|
|
2025
Q1 | $606K | Buy |
2,746
+758
| +38% | +$167K | 0.07% | 240 |
|
|
2024
Q4 | $408K | Buy |
1,988
+66
| +3% | +$13.6K | 0.05% | 300 |
|
|
2024
Q3 | $345K | Sell |
1,922
-787
| -29% | -$141K | 0.04% | 366 |
|
|
2024
Q2 | $404K | Sell |
2,709
-1,276
| -32% | -$190K | 0.05% | 304 |
|
|
2024
Q1 | $637K | Sell |
3,985
-965
| -19% | -$154K | 0.08% | 225 |
|
|
2023
Q4 | $658K | Buy |
4,950
+1,164
| +31% | +$155K | 0.09% | 216 |
|
|
2023
Q3 | $428K | Buy |
3,786
+474
| +14% | +$53.5K | 0.07% | 263 |
|
|
2023
Q2 | $418K | Buy |
3,312
+273
| +9% | +$34.4K | 0.06% | 284 |
|
|
2023
Q1 | $343K | Sell |
3,039
-3,011
| -50% | -$340K | 0.06% | 321 |
|
|
2022
Q4 | $611K | Buy |
6,050
+2,374
| +65% | +$240K | 0.11% | 204 |
|
|
2022
Q3 | $344K | Buy |
3,676
+238
| +7% | +$22.3K | 0.07% | 291 |
|
|
2022
Q2 | $305K | Buy |
+3,438
| New | +$305K | 0.06% | 318 |
|