CFO4Life 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 | – | Sell |
-3,960
| Closed | -$874K | – | 236 |
|
|
2025
Q1 | $874K | Sell |
3,960
-487
| -11% | -$108K | 0.15% | 79 |
|
|
2024
Q4 | $914K | Sell |
4,447
-98
| -2% | -$20.1K | 0.16% | 74 |
|
|
2024
Q3 | $817K | Sell |
4,545
-573
| -11% | -$103K | 0.14% | 84 |
|
|
2024
Q2 | $763K | Buy |
5,118
+41
| +0.8% | +$6.11K | 0.14% | 85 |
|
|
2024
Q1 | $811K | Sell |
5,077
-352
| -6% | -$56.3K | 0.15% | 76 |
|
|
2023
Q4 | $721K | Sell |
5,429
-8
| -0.1% | -$1.06K | 0.14% | 85 |
|
|
2023
Q3 | $614K | Sell |
5,437
-37
| -0.7% | -$4.18K | 0.14% | 84 |
|
|
2023
Q2 | $691K | Buy |
5,474
+38
| +0.7% | +$4.79K | 0.15% | 75 |
|
|
2023
Q1 | $614K | Buy |
+5,436
| New | +$614K | 0.14% | 84 |
|