Wellspring Financial Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
2,101
+654
| +45% | +$113K | 0.04% | 100 |
|
|
2025
Q1 | $320K | Sell |
1,447
-243
| -14% | -$53.7K | 0.04% | 94 |
|
|
2024
Q4 | $347K | Sell |
1,690
-2,110
| -56% | -$433K | 0.04% | 90 |
|
|
2024
Q3 | $683K | Buy |
3,800
+2,102
| +124% | +$378K | 0.08% | 69 |
|
|
2024
Q2 | $253K | Buy |
1,698
+441
| +35% | +$65.7K | 0.03% | 117 |
|
|
2024
Q1 | $201K | Buy |
+1,257
| New | +$201K | 0.03% | 130 |
|