GM Advisory Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
4,980
+36
| +0.7% | +$6.21K | 0.04% | 156 |
|
|
2025
Q1 | $1.09M | Hold |
4,944
| – | – | 0.06% | 124 |
|
|
2024
Q4 | $1.02M | Hold |
4,944
| – | – | 0.06% | 124 |
|
|
2024
Q3 | $888K | Hold |
4,944
| – | – | 0.05% | 124 |
|
|
2024
Q2 | $737K | Hold |
4,944
| – | – | 0.05% | 130 |
|
|
2024
Q1 | $790K | Hold |
4,944
| – | – | 0.06% | 126 |
|
|
2023
Q4 | $657K | Buy |
4,944
+331
| +7% | +$44K | 0.05% | 125 |
|
|
2023
Q3 | $521K | Hold |
4,613
| – | – | 0.04% | 123 |
|
|
2023
Q2 | $582K | Buy |
+4,613
| New | +$582K | 0.05% | 113 |
|