Wealthspire Advisors (New York)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Sell |
24,002
-42
| -0.2% | -$7.24K | 0.02% | 176 |
|
|
2025
Q1 | $5.31M | Buy |
24,044
+11,323
| +89% | +$2.5M | 0.03% | 157 |
|
|
2024
Q4 | $2.61M | Sell |
12,721
-796
| -6% | -$164K | 0.03% | 212 |
|
|
2024
Q3 | $2.43M | Buy |
13,517
+1,552
| +13% | +$279K | 0.02% | 218 |
|
|
2024
Q2 | $1.78M | Sell |
11,965
-84
| -0.7% | -$12.5K | 0.02% | 221 |
|
|
2024
Q1 | $1.93M | Sell |
12,049
-224
| -2% | -$35.8K | 0.03% | 203 |
|
|
2023
Q4 | $1.63M | Sell |
12,273
-205
| -2% | -$27.2K | 0.02% | 227 |
|
|
2023
Q3 | $1.41M | Buy |
12,478
+2,217
| +22% | +$250K | 0.02% | 219 |
|
|
2023
Q2 | $1.29M | Sell |
10,261
-335
| -3% | -$42.3K | 0.02% | 214 |
|
|
2023
Q1 | $1.2M | Sell |
10,596
-1,486
| -12% | -$168K | 0.02% | 219 |
|
|
2022
Q4 | $1.22M | Buy |
12,082
+257
| +2% | +$26K | 0.02% | 223 |
|
|
2022
Q3 | $1.11M | Sell |
11,825
-2,285
| -16% | -$214K | 0.02% | 210 |
|
|
2022
Q2 | $1.26M | Buy |
14,110
+1,694
| +14% | +$151K | 0.03% | 189 |
|
|
2022
Q1 | $1.26M | Sell |
12,416
-3,904
| -24% | -$396K | 0.03% | 168 |
|
|
2021
Q4 | $1.69M | Sell |
16,320
-5,318
| -25% | -$552K | 0.04% | 162 |
|
|
2021
Q3 | $2.35M | Buy |
21,638
+2,974
| +16% | +$323K | 0.05% | 147 |
|
|
2021
Q2 | $2M | Sell |
18,664
-6,388
| -25% | -$683K | 0.05% | 112 |
|
|
2021
Q1 | $2.98M | Buy |
25,052
+1,595
| +7% | +$190K | 0.07% | 128 |
|
|
2020
Q4 | $2.67M | Buy |
23,457
+21,254
| +965% | +$2.42M | 0.08% | 110 |
|
|
2020
Q3 | $227K | Sell |
2,203
-179
| -8% | -$18.4K | 0.01% | 277 |
|
|
2020
Q2 | $233K | Sell |
2,382
-38,345
| -94% | -$3.75M | 0.02% | 238 |
|
|
2020
Q1 | $3.87M | Buy |
40,727
+38,909
| +2,140% | +$3.7M | 0.16% | 75 |
|
|
2019
Q4 | $210K | Buy |
+1,818
| New | +$210K | 0.02% | 197 |
|
|
2019
Q1 | – | Sell |
-369
| Closed | -$27K | – | 307 |
|
|
2018
Q4 | $27K | Buy |
+369
| New | +$27K | ﹤0.01% | 278 |
|