GGM Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,285
| Closed | -$1.45M | – | 138 |
|
|
2023
Q4 | $1.45M | Hold |
10,285
| – | – | 0.6% | 40 |
|
|
2023
Q3 | $1.16M | Hold |
10,285
| – | – | 0.5% | 42 |
|
|
2023
Q2 | $1.31M | Hold |
10,285
| – | – | 0.53% | 40 |
|
|
2023
Q1 | $1.16M | Hold |
10,285
| – | – | 0.66% | 34 |
|
|
2022
Q4 | $1.05M | Hold |
10,285
| – | – | 0.54% | 41 |
|
|
2022
Q3 | $1.03M | Hold |
10,285
| – | – | 0.56% | 39 |
|
|
2022
Q2 | $952K | Hold |
10,285
| – | – | 0.53% | 40 |
|
|
2022
Q1 | $1.05M | Buy |
+10,285
| New | +$1.05M | 0.53% | 43 |
|