Wealthcare Advisory Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
1,972
+241
| +14% | +$41.6K | 0.01% | 750 |
|
|
2025
Q1 | $382K | Sell |
1,731
-21
| -1% | -$4.64K | 0.01% | 660 |
|
|
2024
Q4 | $360K | Buy |
1,752
+51
| +3% | +$10.5K | 0.01% | 653 |
|
|
2024
Q3 | $306K | Buy |
1,701
+109
| +7% | +$19.6K | 0.01% | 717 |
|
|
2024
Q2 | $237K | Buy |
1,592
+4
| +0.3% | +$596 | 0.01% | 740 |
|
|
2024
Q1 | $254K | Buy |
+1,588
| New | +$254K | 0.01% | 719 |
|
|
2021
Q2 | – | Sell |
-1,208
| Closed | -$144K | – | 979 |
|
|
2021
Q1 | $144K | Buy |
+1,208
| New | +$144K | 0.01% | 560 |
|
|
2020
Q2 | – | Sell |
-632
| Closed | -$60K | – | 670 |
|
|
2020
Q1 | $60K | Buy |
632
+32
| +5% | +$3.04K | 0.01% | 473 |
|
|
2019
Q4 | $69K | Hold |
600
| – | – | 0.01% | 482 |
|
|
2019
Q3 | $62K | Buy |
600
+226
| +60% | +$23.4K | 0.01% | 487 |
|
|
2019
Q2 | $34K | Buy |
374
+314
| +523% | +$28.5K | 0.01% | 592 |
|
|
2019
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 963 |
|
|
2018
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 971 |
|
|
2018
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 985 |
|
|
2018
Q2 | $4K | Sell |
60
-20
| -25% | -$1.33K | ﹤0.01% | 1016 |
|
|
2018
Q1 | $6K | Sell |
80
-6
| -7% | -$450 | ﹤0.01% | 804 |
|
|
2017
Q4 | $6K | Buy |
86
+26
| +43% | +$1.81K | ﹤0.01% | 754 |
|
|
2017
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 677 |
|