Everhart Financial 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 | $855K | Sell |
4,957
-327
| -6% | -$56.4K | 0.1% | 142 |
|
|
2025
Q1 | $1.17M | Buy |
5,284
+598
| +13% | +$132K | 0.16% | 90 |
|
|
2024
Q4 | $963K | Buy |
4,686
+131
| +3% | +$26.9K | 0.2% | 104 |
|
|
2024
Q3 | $818K | Buy |
4,555
+1,954
| +75% | +$351K | 0.18% | 125 |
|
|
2024
Q2 | $388K | Buy |
2,601
+231
| +10% | +$34.4K | 0.1% | 198 |
|
|
2024
Q1 | $379K | Buy |
2,370
+401
| +20% | +$64.1K | 0.11% | 187 |
|
|
2023
Q4 | $262K | Buy |
1,969
+111
| +6% | +$14.7K | 0.09% | 202 |
|
|
2023
Q3 | $210K | Buy |
1,858
+184
| +11% | +$20.8K | 0.09% | 199 |
|
|
2023
Q2 | $211K | Buy |
+1,674
| New | +$211K | 0.09% | 205 |
|
|
2022
Q4 | – | Sell |
-2,153
| Closed | -$202K | – | 205 |
|
|
2022
Q3 | $202K | Buy |
+2,153
| New | +$202K | 0.11% | 189 |
|