HHM Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97K | Hold |
23
| – | – | ﹤0.01% | 709 |
|
|
2025
Q1 | $5.08K | Hold |
23
| – | – | ﹤0.01% | 668 |
|
|
2024
Q4 | $4.73K | Buy |
+23
| New | +$4.73K | ﹤0.01% | 685 |
|
|
2021
Q3 | – | Sell |
-107
| Closed | -$11K | – | 632 |
|
|
2021
Q2 | $11K | Hold |
107
| – | – | ﹤0.01% | 466 |
|
|
2021
Q1 | $13K | Hold |
107
| – | – | ﹤0.01% | 425 |
|
|
2020
Q4 | $12K | Hold |
107
| – | – | ﹤0.01% | 407 |
|
|
2020
Q3 | $11K | Hold |
107
| – | – | ﹤0.01% | 377 |
|
|
2020
Q2 | $10K | Buy |
+107
| New | +$10K | ﹤0.01% | 370 |
|