Financial Partners Group (Tennessee)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
1,293
| – | – | 0.08% | 83 |
|
|
2025
Q1 | $286K | Hold |
1,293
| – | – | 0.12% | 74 |
|
|
2024
Q4 | $266K | Buy |
1,293
+29
| +2% | +$5.96K | 0.11% | 83 |
|
|
2024
Q3 | $227K | Buy |
+1,264
| New | +$227K | 0.09% | 96 |
|
|
2024
Q2 | – | Sell |
-1,264
| Closed | -$202K | – | 97 |
|
|
2024
Q1 | $202K | Buy |
+1,264
| New | +$202K | 0.08% | 95 |
|