Global Assets Advisory’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 |
-2,403
| Closed | -$503K | – | 248 |
|
|
2025
Q1 | $503K | Buy |
+2,403
| New | +$503K | 0.09% | 164 |
|
|
2024
Q2 | – | Sell |
-154,289
| Closed | -$973K | – | 219 |
|
|
2024
Q1 | $973K | Buy |
+154,289
| New | +$973K | 0.04% | 237 |
|
|
2022
Q4 | – | Sell |
-2,195
| Closed | -$226K | – | 145 |
|
|
2022
Q3 | $226K | Sell |
2,195
-990
| -31% | -$102K | 0.23% | 127 |
|
|
2022
Q2 | $291K | Buy |
+3,185
| New | +$291K | 0.63% | 45 |
|