Drucker Wealth 3.0’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
2,892
-818
| -22% | -$140K | 0.1% | 150 |
|
|
2025
Q1 | $819K | Sell |
3,710
-958
| -21% | -$212K | 0.18% | 81 |
|
|
2024
Q4 | $959K | Sell |
4,668
-135
| -3% | -$27.7K | 0.22% | 82 |
|
|
2024
Q3 | $863K | Buy |
4,803
+205
| +4% | +$36.8K | 0.21% | 92 |
|
|
2024
Q2 | $685K | Buy |
+4,598
| New | +$685K | 0.18% | 93 |
|