Guardian Wealth Advisors (North Carolina)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
1,811
+55
| +3% | +$9.48K | 0.02% | 261 |
|
|
2025
Q1 | $388K | Sell |
1,756
-1,249
| -42% | -$276K | 0.03% | 216 |
|
|
2024
Q4 | $617K | Buy |
3,005
+1,607
| +115% | +$330K | 0.05% | 168 |
|
|
2024
Q3 | $251K | Sell |
1,398
-46
| -3% | -$8.26K | 0.03% | 236 |
|
|
2024
Q2 | $215K | Hold |
1,444
| – | – | 0.03% | 249 |
|
|
2024
Q1 | $231K | Buy |
+1,444
| New | +$231K | 0.03% | 250 |
|