Fiduciary Family Office’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
11,046
-490
| -4% | -$84.5K | 0.62% | 25 |
|
|
2025
Q1 | $2.55M | Buy |
+11,536
| New | +$2.55M | 0.85% | 16 |
|
|
2024
Q4 | – | Sell |
-15,259
| Closed | -$2.74M | – | 125 |
|
|
2024
Q3 | $2.74M | Sell |
15,259
-590
| -4% | -$106K | 0.9% | 14 |
|
|
2024
Q2 | $2.36M | Buy |
15,849
+515
| +3% | +$76.8K | 0.93% | 14 |
|
|
2024
Q1 | $2.45M | Buy |
15,334
+5,793
| +61% | +$926K | 0.96% | 16 |
|
|
2023
Q4 | $1.27M | Buy |
+9,541
| New | +$1.27M | 0.55% | 35 |
|