Eley Financial 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 | $6.06M | Sell |
35,138
-95
| -0.3% | -$16.4K | 2.33% | 11 |
|
|
2025
Q1 | $7.82M | Sell |
35,233
-595
| -2% | -$132K | 3.14% | 6 |
|
|
2024
Q4 | $7.36M | Sell |
35,828
-722
| -2% | -$148K | 2.87% | 9 |
|
|
2024
Q3 | $6.57M | Sell |
36,550
-837
| -2% | -$150K | 2.64% | 10 |
|
|
2024
Q2 | $5.57M | Sell |
37,387
-94
| -0.3% | -$14K | 2.36% | 9 |
|
|
2024
Q1 | $5.99M | Buy |
37,481
+200
| +0.5% | +$32K | 2.58% | 8 |
|
|
2023
Q4 | $4.95M | Sell |
37,281
-28
| -0.1% | -$3.72K | 2.32% | 10 |
|
|
2023
Q3 | $4.24M | Sell |
37,309
-233
| -0.6% | -$26.5K | 2.16% | 14 |
|
|
2023
Q2 | $4.74M | Buy |
37,542
+147
| +0.4% | +$18.5K | 2.31% | 11 |
|
|
2023
Q1 | $4.23M | Sell |
37,395
-669
| -2% | -$75.6K | 2.18% | 12 |
|
|
2022
Q4 | $3.85M | Buy |
+38,064
| New | +$3.85M | 2.07% | 14 |
|