Berry Wealth 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 | $398K | Sell |
2,308
-23
| -1% | -$3.97K | 0.28% | 49 |
|
|
2025
Q1 | $515K | Buy |
2,331
+127
| +6% | +$28K | 0.4% | 41 |
|
|
2024
Q4 | $453K | Buy |
2,204
+110
| +5% | +$22.6K | 0.33% | 43 |
|
|
2024
Q3 | $376K | Sell |
2,094
-15
| -0.7% | -$2.7K | 0.27% | 49 |
|
|
2024
Q2 | $314K | Buy |
2,109
+279
| +15% | +$41.6K | 0.25% | 50 |
|
|
2024
Q1 | $292K | Sell |
1,830
-822
| -31% | -$131K | 0.24% | 51 |
|
|
2023
Q4 | $352K | Buy |
+2,652
| New | +$352K | 0.32% | 46 |
|