BFSG LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35K | Sell |
31
-4,427
| -99% | -$763K | ﹤0.01% | 555 |
|
|
2025
Q1 | $984K | Sell |
4,458
-631
| -12% | -$139K | 0.12% | 155 |
|
|
2024
Q4 | $1.05M | Buy |
5,089
+4,750
| +1,401% | +$976K | 0.12% | 153 |
|
|
2024
Q3 | $60.9K | Sell |
339
-36
| -10% | -$6.47K | 0.01% | 368 |
|
|
2024
Q2 | $55.9K | Hold |
375
| – | – | 0.01% | 354 |
|
|
2024
Q1 | $59.9K | Buy |
375
+31
| +9% | +$4.95K | 0.01% | 363 |
|
|
2023
Q4 | $45.7K | Buy |
+344
| New | +$45.7K | 0.01% | 359 |
|
|
2021
Q1 | – | Sell |
-21,801
| Closed | -$2.48M | – | 211 |
|
|
2020
Q4 | $2.48M | Buy |
21,801
+5,941
| +37% | +$676K | 0.41% | 78 |
|
|
2020
Q3 | $1.63M | Buy |
15,860
+405
| +3% | +$41.7K | 0.3% | 88 |
|
|
2020
Q2 | $1.51M | Buy |
+15,455
| New | +$1.51M | 0.33% | 83 |
|