Empower Advisory Group’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
6,774
+188
+3% +$32.4K ﹤0.01% 232
2025
Q1
$1.45M Sell
6,586
-823
-11% -$182K ﹤0.01% 215
2024
Q4
$1.52M Buy
7,409
+522
+8% +$107K 0.01% 216
2024
Q3
$1.24M Sell
6,887
-622
-8% -$112K ﹤0.01% 220
2024
Q2
$1.12M Buy
7,509
+4,347
+137% +$648K ﹤0.01% 219
2024
Q1
$505K Sell
3,162
-342
-10% -$54.7K ﹤0.01% 302
2023
Q4
$465K Buy
3,504
+10
+0.3% +$1.33K ﹤0.01% 308
2023
Q3
$395K Buy
3,494
+68
+2% +$7.68K ﹤0.01% 327
2023
Q2
$432K Sell
3,426
-13
-0.4% -$1.64K ﹤0.01% 327
2023
Q1
$388K Buy
+3,439
New +$388K ﹤0.01% 341