Bogart Wealth 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 | $6.55K | Sell |
38
-4
| -10% | -$690 | ﹤0.01% | 876 |
|
|
2025
Q1 | $9.28K | Sell |
42
-1
| -2% | -$221 | ﹤0.01% | 763 |
|
|
2024
Q4 | $8.83K | Buy |
43
+5
| +13% | +$1.03K | ﹤0.01% | 759 |
|
|
2024
Q3 | $6.83K | Sell |
38
-4
| -10% | -$719 | ﹤0.01% | 770 |
|
|
2024
Q2 | $6.26K | Hold |
42
| – | – | ﹤0.01% | 746 |
|
|
2024
Q1 | $6.71K | Hold |
42
| – | – | ﹤0.01% | 710 |
|
|
2023
Q4 | $5.58K | Hold |
42
| – | – | ﹤0.01% | 726 |
|
|
2023
Q3 | $4.74K | Hold |
42
| – | – | ﹤0.01% | 725 |
|
|
2023
Q2 | $5.3K | Hold |
42
| – | – | ﹤0.01% | 696 |
|
|
2023
Q1 | $4.75K | Hold |
42
| – | – | ﹤0.01% | 729 |
|
|
2022
Q4 | $4.25K | Hold |
42
| – | – | ﹤0.01% | 697 |
|
|
2022
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 716 |
|
|
2022
Q2 | $4K | Hold |
42
| – | – | ﹤0.01% | 667 |
|
|
2022
Q1 | $4K | Hold |
42
| – | – | ﹤0.01% | 592 |
|
|
2021
Q4 | $4K | Hold |
42
| – | – | ﹤0.01% | 578 |
|
|
2021
Q3 | $5K | Hold |
42
| – | – | ﹤0.01% | 536 |
|
|
2021
Q2 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 537 |
|