Hemington Wealth 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
$148K Sell
859
-77
-8% -$13.3K 0.02% 173
2025
Q1
$206K Buy
936
+72
+8% +$15.8K 0.03% 123
2024
Q4
$177K Buy
864
+50
+6% +$10.2K 0.04% 133
2024
Q3
$161K Buy
+814
New +$161K 0.04% 136