DHJJ 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 | $218K | Sell |
1,262
-3
| -0.2% | -$517 | 0.08% | 164 |
|
|
2025
Q1 | $279K | Sell |
1,265
-101
| -7% | -$22.3K | 0.11% | 130 |
|
|
2024
Q4 | $281K | Hold |
1,366
| – | – | 0.11% | 129 |
|
|
2024
Q3 | $245K | Sell |
1,366
-3
| -0.2% | -$539 | 0.1% | 140 |
|
|
2024
Q2 | $204K | Sell |
1,369
-5
| -0.4% | -$745 | 0.09% | 145 |
|
|
2024
Q1 | $220K | Sell |
1,374
-5
| -0.4% | -$799 | 0.1% | 134 |
|
|
2023
Q4 | $183K | Sell |
1,379
-10
| -0.7% | -$1.33K | 0.09% | 142 |
|
|
2023
Q3 | $157K | Buy |
+1,389
| New | +$157K | 0.08% | 146 |
|