WealthShield 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 | $2.09M | Buy |
12,138
+315
| +3% | +$54.3K | 0.25% | 110 |
|
|
2025
Q1 | $2.61M | Buy |
11,823
+367
| +3% | +$81K | 0.34% | 88 |
|
|
2024
Q4 | $2.35M | Sell |
11,456
-546
| -5% | -$112K | 0.33% | 85 |
|
|
2024
Q3 | $2.16M | Buy |
12,002
+516
| +4% | +$92.7K | 0.29% | 102 |
|
|
2024
Q2 | $1.71M | Buy |
11,486
+623
| +6% | +$92.9K | 0.26% | 104 |
|
|
2024
Q1 | $1.74M | Buy |
10,863
+213
| +2% | +$34K | 0.28% | 102 |
|
|
2023
Q4 | $1.41M | Sell |
10,650
-826
| -7% | -$110K | 0.23% | 116 |
|
|
2023
Q3 | $1.3M | Buy |
11,476
+685
| +6% | +$77.4K | 0.2% | 125 |
|
|
2023
Q2 | $1.36M | Buy |
10,791
+552
| +5% | +$69.6K | 0.21% | 121 |
|
|
2023
Q1 | $1.16M | Buy |
10,239
+1,815
| +22% | +$205K | 0.19% | 134 |
|
|
2022
Q4 | $851K | Buy |
+8,424
| New | +$851K | 0.16% | 150 |
|
|
2021
Q3 | – | Sell |
-942
| Closed | -$101K | – | 405 |
|
|
2021
Q2 | $101K | Sell |
942
-521
| -36% | -$55.9K | 0.02% | 362 |
|
|
2021
Q1 | $174K | Buy |
+1,463
| New | +$174K | 0.03% | 271 |
|