Cassaday & Co Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Hold |
1,668
| – | – | 0.01% | 280 |
|
|
2025
Q1 | $368K | Sell |
1,668
-96
| -5% | -$21.2K | 0.01% | 229 |
|
|
2024
Q4 | $362K | Hold |
1,764
| – | – | 0.01% | 228 |
|
|
2024
Q3 | $317K | Sell |
1,764
-70
| -4% | -$12.6K | 0.01% | 231 |
|
|
2024
Q2 | $273K | Sell |
1,834
-267
| -13% | -$39.8K | 0.01% | 237 |
|
|
2024
Q1 | $336K | Buy |
+2,101
| New | +$336K | 0.01% | 210 |
|