Bragg Financial Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
73,948
+4,366
| +6% | +$753K | 0.46% | 85 |
|
|
2025
Q1 | $15.4M | Buy |
69,582
+403
| +0.6% | +$89K | 0.63% | 63 |
|
|
2024
Q4 | $14.2M | Sell |
69,179
-3,384
| -5% | -$695K | 0.58% | 67 |
|
|
2024
Q3 | $13M | Buy |
72,563
+70
| +0.1% | +$12.5K | 0.54% | 76 |
|
|
2024
Q2 | $10.8M | Sell |
72,493
-509
| -0.7% | -$75.9K | 0.48% | 85 |
|
|
2024
Q1 | $11.7M | Buy |
73,002
+665
| +0.9% | +$106K | 0.52% | 83 |
|
|
2023
Q4 | $9.61M | Buy |
72,337
+339
| +0.5% | +$45K | 0.46% | 89 |
|
|
2023
Q3 | $8.13M | Sell |
71,998
-484
| -0.7% | -$54.7K | 0.43% | 93 |
|
|
2023
Q2 | $9.14M | Buy |
72,482
+397
| +0.6% | +$50.1K | 0.5% | 83 |
|
|
2023
Q1 | $8.15M | Buy |
72,085
+2,437
| +3% | +$275K | 0.48% | 86 |
|
|
2022
Q4 | $7.04M | Buy |
69,648
+3,115
| +5% | +$315K | 0.43% | 94 |
|
|
2022
Q3 | $6.23M | Buy |
66,533
+9,326
| +16% | +$873K | 0.43% | 95 |
|
|
2022
Q2 | $5.09M | Buy |
57,207
+14,721
| +35% | +$1.31M | 0.34% | 106 |
|
|
2022
Q1 | $4.31M | Buy |
42,486
+27,910
| +191% | +$2.83M | 0.25% | 123 |
|
|
2021
Q4 | $1.58M | Hold |
14,576
| – | – | 0.1% | 162 |
|
|
2021
Q3 | $1.58M | Buy |
+14,576
| New | +$1.58M | 0.1% | 162 |
|