Fiduciary 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 | $305K | Buy |
1,770
+70
| +4% | +$12.1K | 0.03% | 241 |
|
|
2025
Q1 | $375K | Buy |
1,700
+572
| +51% | +$126K | 0.04% | 214 |
|
|
2024
Q4 | $232K | Sell |
1,128
-50
| -4% | -$10.3K | 0.02% | 253 |
|
|
2024
Q3 | $212K | Buy |
+1,178
| New | +$212K | 0.02% | 267 |
|
|
2024
Q2 | – | Sell |
-1,328
| Closed | -$212K | – | 272 |
|
|
2024
Q1 | $212K | Buy |
+1,328
| New | +$212K | 0.02% | 261 |
|
|
2021
Q4 | – | Sell |
-80,665
| Closed | -$8.86M | – | 237 |
|
|
2021
Q3 | $8.86M | Buy |
80,665
+291
| +0.4% | +$32K | 1.01% | 33 |
|
|
2021
Q2 | $8.74M | Buy |
+80,374
| New | +$8.74M | 1.01% | 31 |
|