ERn Financial LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $887K | Sell |
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|
2024
Q4 | $872K | Buy |
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|
2024
Q3 | $762K | Buy |
|
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|
2024
Q2 | $631K | Buy |
|
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|
2024
Q1 | $677K | Sell |
|
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|
2023
Q4 | $587K | Buy |
|
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|
2023
Q3 | $481K | Buy |
|
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|
2023
Q2 | $536K | Hold |
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|
2023
Q1 | $480K | Sell |
|
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|
2022
Q4 | $439K | Buy |
|
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $341K | Buy |
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