Everhart Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $502K | Sell |
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|
2025
Q2 | $855K | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $963K | Buy |
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|
2024
Q3 | $818K | Buy |
|
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $211K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $202K | Buy |
|