Keudell/Morrison 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 | $252K | Sell |
1,460
-40
| -3% | -$6.9K | 0.06% | 193 |
|
|
2025
Q1 | $331K | Sell |
1,500
-112
| -7% | -$24.7K | 0.08% | 152 |
|
|
2024
Q4 | $331K | Sell |
1,612
-319
| -17% | -$65.5K | 0.09% | 150 |
|
|
2024
Q3 | $347K | Sell |
1,931
-187
| -9% | -$33.6K | 0.09% | 148 |
|
|
2024
Q2 | $316K | Hold |
2,118
| – | – | 0.09% | 153 |
|
|
2024
Q1 | $338K | Buy |
2,118
+2
| +0.1% | +$320 | 0.1% | 147 |
|
|
2023
Q4 | $281K | Sell |
2,116
-25
| -1% | -$3.32K | 0.09% | 159 |
|
|
2023
Q3 | $242K | Buy |
2,141
+26
| +1% | +$2.94K | 0.07% | 159 |
|
|
2023
Q2 | $267K | Buy |
2,115
+109
| +5% | +$13.8K | 0.08% | 156 |
|
|
2023
Q1 | $227K | Buy |
2,006
+19
| +1% | +$2.15K | 0.07% | 172 |
|
|
2022
Q4 | $201K | Buy |
+1,987
| New | +$201K | 0.06% | 179 |
|