Kaizen Financial Strategies’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $362K | Hold |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $274K | Buy |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $241K | Buy |
|