Berger 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
$2.35M Sell
2025
Q2
$3.17M Buy
2025
Q1
$3.98M Buy
2024
Q4
$3.69M Sell
2024
Q3
$3.25M Sell
2024
Q2
$2.73M Buy
2024
Q1
$2.93M Sell
2023
Q4
$2.46M Sell
2023
Q3
$2.1M Sell
2023
Q2
$2.38M Hold
2023
Q1
$2.13M Sell
2022
Q4
$1.94M Sell
2022
Q3
$1.8M Sell
2022
Q2
$1.73M Sell
2022
Q1
$2.24M Sell
2021
Q4
$2.6M Buy