Frazier 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 | $238K | Hold |
1,379
| – | – | 0.17% | 50 |
|
|
2025
Q1 | $305K | Hold |
1,379
| – | – | 0.23% | 41 |
|
|
2024
Q4 | $284K | Hold |
1,379
| – | – | 0.23% | 39 |
|
|
2024
Q3 | $248K | Sell |
1,379
-17
| -1% | -$3.05K | 0.19% | 47 |
|
|
2024
Q2 | $208K | Sell |
1,396
-2
| -0.1% | -$298 | 0.17% | 54 |
|
|
2024
Q1 | $223K | Buy |
1,398
+19
| +1% | +$3.04K | 0.18% | 50 |
|
|
2023
Q4 | $183K | Buy |
+1,379
| New | +$183K | 0.16% | 49 |
|