Beacon Capital Management LLC (Tennessee)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Hold |
76
| – | – | ﹤0.01% | 581 |
|
|
2025
Q1 | $16.7K | Sell |
76
-24
| -24% | -$5.27K | ﹤0.01% | 510 |
|
|
2024
Q4 | $20.5K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2024
Q3 | $18K | Hold |
100
| – | – | ﹤0.01% | 509 |
|
|
2024
Q2 | $14.9K | Sell |
100
-56
| -36% | -$8.35K | ﹤0.01% | 498 |
|
|
2024
Q1 | $24.9K | Buy |
156
+29
| +23% | +$4.64K | 0.01% | 415 |
|
|
2023
Q4 | $14.3K | Sell |
127
-44
| -26% | -$4.97K | ﹤0.01% | 440 |
|
|
2023
Q3 | $21.6K | Hold |
171
| – | – | 0.01% | 394 |
|
|
2023
Q2 | $21.6K | Buy |
171
+44
| +35% | +$5.55K | 0.01% | 394 |
|
|
2023
Q1 | $14.4K | Hold |
127
| – | – | ﹤0.01% | 419 |
|
|
2022
Q4 | $12.8K | Buy |
127
+75
| +144% | +$7.58K | ﹤0.01% | 453 |
|
|
2022
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 628 |
|
|
2022
Q2 | $6K | Hold |
52
| – | – | ﹤0.01% | 606 |
|
|
2022
Q1 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 605 |
|