Beaumont 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 | $521K | Buy |
3,023
+190
| +7% | +$32.8K | 0.04% | 214 |
|
|
2025
Q1 | $626K | Buy |
2,833
+623
| +28% | +$138K | 0.05% | 198 |
|
|
2024
Q4 | $454K | Buy |
+2,210
| New | +$454K | 0.03% | 232 |
|
|
2021
Q4 | – | Sell |
-2,279
| Closed | -$250K | – | 360 |
|
|
2021
Q3 | $250K | Sell |
2,279
-6
| -0.3% | -$658 | 0.02% | 299 |
|
|
2021
Q2 | $244K | Buy |
2,285
+363
| +19% | +$38.8K | 0.02% | 332 |
|
|
2021
Q1 | $229K | Sell |
1,922
-106
| -5% | -$12.6K | 0.02% | 315 |
|
|
2020
Q4 | $231K | Buy |
+2,028
| New | +$231K | 0.02% | 305 |
|