Dogwood 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 | $1.2M | Buy |
7,058
+343
| +5% | +$58.5K | 0.59% | 37 |
|
|
2025
Q1 | $1.48M | Sell |
6,715
-112
| -2% | -$24.7K | 0.78% | 34 |
|
|
2024
Q4 | $1.4M | Buy |
6,827
+4,007
| +142% | +$823K | 0.74% | 36 |
|
|
2024
Q3 | $507K | Buy |
2,820
+122
| +5% | +$21.9K | 0.29% | 65 |
|
|
2024
Q2 | $402K | Buy |
2,698
+384
| +17% | +$57.2K | 0.25% | 60 |
|
|
2024
Q1 | $370K | Buy |
2,314
+80
| +4% | +$12.8K | 0.25% | 57 |
|
|
2023
Q4 | $297K | Buy |
+2,234
| New | +$297K | 0.23% | 59 |
|