Beacon Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Buy |
5,019
+152
| +3% | +$26.2K | 0.09% | 178 |
|
|
2025
Q1 | $1.07M | Sell |
4,867
-184
| -4% | -$40.6K | 0.12% | 155 |
|
|
2024
Q4 | $1.04M | Sell |
5,051
-208
| -4% | -$42.7K | 0.11% | 154 |
|
|
2024
Q3 | $945K | Buy |
5,259
+121
| +2% | +$21.7K | 0.1% | 160 |
|
|
2024
Q2 | $766K | Sell |
5,138
-445
| -8% | -$66.3K | 0.09% | 179 |
|
|
2024
Q1 | $892K | Sell |
5,583
-38
| -0.7% | -$6.07K | 0.1% | 166 |
|
|
2023
Q4 | $747K | Buy |
5,621
+2,805
| +100% | +$373K | 0.09% | 172 |
|
|
2023
Q3 | $342K | Buy |
2,816
+358
| +15% | +$43.5K | 0.05% | 196 |
|
|
2023
Q2 | $305K | Sell |
2,458
-403
| -14% | -$50K | 0.04% | 202 |
|
|
2023
Q1 | $325K | Sell |
2,861
-419
| -13% | -$47.6K | 0.05% | 199 |
|
|
2022
Q4 | $331K | Buy |
3,280
+63
| +2% | +$6.36K | 0.05% | 203 |
|
|
2022
Q3 | $305K | Sell |
3,217
-14
| -0.4% | -$1.33K | 0.05% | 212 |
|
|
2022
Q2 | $299K | Sell |
3,231
-228
| -7% | -$21.1K | 0.04% | 211 |
|
|
2022
Q1 | $353K | Sell |
3,459
-99
| -3% | -$10.1K | 0.05% | 218 |
|
|
2021
Q4 | $383K | Buy |
3,558
+66
| +2% | +$7.11K | 0.05% | 214 |
|
|
2021
Q3 | $386K | Buy |
+3,492
| New | +$386K | 0.05% | 208 |
|