Goodman 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 | $68.1K | Hold |
395
| – | – | 0.02% | 86 |
|
|
2025
Q1 | $87.2K | Buy |
+395
| New | +$87.2K | 0.03% | 95 |
|
|
2024
Q4 | – | Sell |
-395
| Closed | -$71K | – | 91 |
|
|
2024
Q3 | $71K | Hold |
395
| – | – | 0.02% | 108 |
|
|
2024
Q2 | $58.9K | Hold |
395
| – | – | 0.02% | 108 |
|
|
2024
Q1 | $63.1K | Hold |
395
| – | – | 0.02% | 97 |
|
|
2023
Q4 | $52.5K | Hold |
395
| – | – | 0.02% | 94 |
|
|
2023
Q3 | $44.6K | Hold |
395
| – | – | 0.02% | 96 |
|
|
2023
Q2 | $49.8K | Hold |
395
| – | – | 0.02% | 85 |
|
|
2023
Q1 | $44.6K | Hold |
395
| – | – | 0.02% | 80 |
|
|
2022
Q4 | $40K | Hold |
395
| – | – | 0.02% | 81 |
|
|
2022
Q3 | $37K | Hold |
395
| – | – | 0.02% | 82 |
|
|
2022
Q2 | $35K | Buy |
+395
| New | +$35K | 0.02% | 86 |
|