Beacon Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $631K | Sell |
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|
2025
Q2 | $865K | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $945K | Buy |
|
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|
2024
Q2 | $766K | Sell |
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|
2024
Q1 | $892K | Sell |
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|
2023
Q4 | $747K | Buy |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $305K | Sell |
|
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $386K | Buy |
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