Fragasso Financial Advisors’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 | Sell |
1,292
-34
| -3% | -$5.86K | 0.02% | 263 |
|
|
2025
Q1 | $293K | Buy |
1,326
+47
| +4% | +$10.4K | 0.02% | 219 |
|
|
2024
Q4 | $263K | Buy |
1,279
+29
| +2% | +$5.96K | 0.02% | 226 |
|
|
2024
Q3 | $225K | Buy |
+1,250
| New | +$225K | 0.02% | 245 |
|
|
2023
Q1 | – | Sell |
-7,490
| Closed | -$757K | – | 216 |
|
|
2022
Q4 | $757K | Buy |
+7,490
| New | +$757K | 0.09% | 111 |
|
|
2022
Q3 | – | Sell |
-3,162
| Closed | -$281K | – | 182 |
|
|
2022
Q2 | $281K | Buy |
+3,162
| New | +$281K | 0.04% | 151 |
|
|
2022
Q1 | – | Sell |
-6,275
| Closed | -$651K | – | 191 |
|
|
2021
Q4 | $651K | Buy |
+6,275
| New | +$651K | 0.08% | 100 |
|