Beacon Financial Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
2,753
-550
| -17% | -$94.8K | 0.12% | 210 |
|
|
2025
Q1 | $729K | Buy |
3,303
+59
| +2% | +$13K | 0.22% | 124 |
|
|
2024
Q4 | $666K | Buy |
3,244
+27
| +0.8% | +$5.55K | 0.22% | 131 |
|
|
2024
Q3 | $578K | Buy |
3,217
+29
| +0.9% | +$5.21K | 0.2% | 137 |
|
|
2024
Q2 | $475K | Buy |
+3,188
| New | +$475K | 0.18% | 151 |
|