HF 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 | $654K | Sell |
3,796
-66
| -2% | -$11.4K | 0.26% | 111 |
|
|
2025
Q1 | $853K | Sell |
3,862
-70
| -2% | -$15.5K | 0.37% | 100 |
|
|
2024
Q4 | $808K | Sell |
3,932
-486
| -11% | -$99.8K | 0.37% | 94 |
|
|
2024
Q3 | $794K | Buy |
4,418
+270
| +7% | +$48.5K | 0.37% | 99 |
|
|
2024
Q2 | $618K | Buy |
4,148
+298
| +8% | +$44.4K | 0.32% | 108 |
|
|
2024
Q1 | $615K | Buy |
3,850
+57
| +2% | +$9.11K | 0.34% | 97 |
|
|
2023
Q4 | $504K | Buy |
3,793
+333
| +10% | +$44.2K | 0.32% | 101 |
|
|
2023
Q3 | $400K | Buy |
3,460
+161
| +5% | +$18.6K | 0.3% | 107 |
|
|
2023
Q2 | $416K | Sell |
3,299
-112
| -3% | -$14.1K | 0.33% | 97 |
|
|
2023
Q1 | $386K | Buy |
3,411
+40
| +1% | +$4.52K | 0.34% | 93 |
|
|
2022
Q4 | $341K | Buy |
+3,371
| New | +$341K | 0.34% | 96 |
|