DHJJ Financial Advisors’s Fiserv FI Stock Holding History

DHJJ Financial Advisors’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$162K	Sell
2025 Q2	$218K	Sell
2025 Q1	$279K	Sell
2024 Q4	$281K	Hold
2024 Q3	$245K	Sell
2024 Q2	$204K	Sell
2024 Q1	$220K	Sell
2023 Q4	$183K	Sell
2023 Q3	$157K	Buy