Berger 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 | $3.17M | Buy |
18,379
+339
| +2% | +$58.4K | 0.2% | 106 |
|
|
2025
Q1 | $3.98M | Buy |
18,040
+53
| +0.3% | +$11.7K | 0.28% | 93 |
|
|
2024
Q4 | $3.69M | Sell |
17,987
-120
| -0.7% | -$24.7K | 0.26% | 94 |
|
|
2024
Q3 | $3.25M | Sell |
18,107
-233
| -1% | -$41.9K | 0.23% | 95 |
|
|
2024
Q2 | $2.73M | Buy |
18,340
+25
| +0.1% | +$3.73K | 0.22% | 98 |
|
|
2024
Q1 | $2.93M | Sell |
18,315
-235
| -1% | -$37.6K | 0.24% | 96 |
|
|
2023
Q4 | $2.46M | Sell |
18,550
-11
| -0.1% | -$1.46K | 0.26% | 93 |
|
|
2023
Q3 | $2.1M | Sell |
18,561
-295
| -2% | -$33.3K | 0.24% | 94 |
|
|
2023
Q2 | $2.38M | Hold |
18,856
| – | – | 0.27% | 87 |
|
|
2023
Q1 | $2.13M | Sell |
18,856
-295
| -2% | -$33.3K | 0.26% | 88 |
|
|
2022
Q4 | $1.94M | Sell |
19,151
-77
| -0.4% | -$7.78K | 0.26% | 83 |
|
|
2022
Q3 | $1.8M | Sell |
19,228
-267
| -1% | -$25K | 0.26% | 84 |
|
|
2022
Q2 | $1.73M | Sell |
19,495
-2,596
| -12% | -$231K | 0.25% | 77 |
|
|
2022
Q1 | $2.24M | Sell |
22,091
-2,998
| -12% | -$304K | 0.28% | 81 |
|
|
2021
Q4 | $2.6M | Buy |
+25,089
| New | +$2.6M | 0.35% | 76 |
|