Keyes Stange & Wooten 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 | $217K | Sell |
1,259
-105
| -8% | -$18.1K | 0.11% | 65 |
|
|
2025
Q1 | $301K | Sell |
1,364
-125
| -8% | -$27.6K | 0.17% | 49 |
|
|
2024
Q4 | $306K | Sell |
1,489
-25
| -2% | -$5.14K | 0.18% | 54 |
|
|
2024
Q3 | $272K | Sell |
1,514
-28
| -2% | -$5.03K | 0.16% | 56 |
|
|
2024
Q2 | $230K | Buy |
1,542
+68
| +5% | +$10.1K | 0.16% | 58 |
|
|
2024
Q1 | $236K | Buy |
+1,474
| New | +$236K | 0.21% | 56 |
|