KFG 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 | $645K | Buy |
3,741
+309
| +9% | +$53.3K | 0.1% | 110 |
|
|
2025
Q1 | $758K | Sell |
3,432
-690
| -17% | -$152K | 0.14% | 84 |
|
|
2024
Q4 | $847K | Sell |
4,122
-27
| -0.7% | -$5.55K | 0.16% | 69 |
|
|
2024
Q3 | $745K | Sell |
4,149
-21
| -0.5% | -$3.77K | 0.16% | 82 |
|
|
2024
Q2 | $621K | Buy |
4,170
+99
| +2% | +$14.8K | 0.25% | 75 |
|
|
2024
Q1 | $651K | Sell |
4,071
-114
| -3% | -$18.2K | 0.27% | 72 |
|
|
2023
Q4 | $556K | Buy |
4,185
+678
| +19% | +$90.1K | 0.25% | 68 |
|
|
2023
Q3 | $396K | Buy |
3,507
+439
| +14% | +$49.6K | 0.22% | 86 |
|
|
2023
Q2 | $387K | Buy |
3,068
+1,287
| +72% | +$162K | 0.23% | 67 |
|
|
2023
Q1 | $206K | Buy |
+1,781
| New | +$206K | 0.14% | 91 |
|