Gilliland Jeter Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,598
| Closed | -$353K | – | 180 |
|
|
2025
Q1 | $353K | Buy |
1,598
+8
| +0.5% | +$1.77K | 0.12% | 126 |
|
|
2024
Q4 | $327K | Buy |
1,590
+19
| +1% | +$3.9K | 0.11% | 132 |
|
|
2024
Q3 | $282K | Hold |
1,571
| – | – | 0.09% | 147 |
|
|
2024
Q2 | $234K | Hold |
1,571
| – | – | 0.08% | 159 |
|
|
2024
Q1 | $251K | Sell |
1,571
-1,205
| -43% | -$193K | 0.09% | 152 |
|
|
2023
Q4 | $369K | Buy |
+2,776
| New | +$369K | 0.15% | 118 |
|