H&H Retirement Design & 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 | $324K | Buy |
1,959
+115
| +6% | +$19K | 0.18% | 68 |
|
|
2025
Q1 | $383K | Sell |
1,844
-2
| -0.1% | -$415 | 0.25% | 60 |
|
|
2024
Q4 | $429K | Sell |
1,846
-251
| -12% | -$58.3K | 0.26% | 59 |
|
|
2024
Q3 | $407K | Sell |
2,097
-83
| -4% | -$16.1K | 0.24% | 61 |
|
|
2024
Q2 | $346K | Buy |
2,180
+24
| +1% | +$3.81K | 0.21% | 68 |
|
|
2024
Q1 | $321K | Buy |
+2,156
| New | +$321K | 0.21% | 65 |
|