King Wealth Management Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,154
| Closed | -$255K | – | 160 |
|
|
2025
Q1 | $255K | Sell |
1,154
-31
| -3% | -$6.85K | 0.04% | 131 |
|
|
2024
Q4 | $243K | Buy |
1,185
+31
| +3% | +$6.36K | 0.04% | 131 |
|
|
2024
Q3 | $207K | Buy |
+1,154
| New | +$207K | 0.03% | 145 |
|
|
2021
Q4 | – | Sell |
-10,339
| Closed | -$1.12M | – | 178 |
|
|
2021
Q3 | $1.12M | Sell |
10,339
-5,000
| -33% | -$543K | 0.23% | 58 |
|
|
2021
Q2 | $1.64M | Buy |
15,339
+915
| +6% | +$97.8K | 0.34% | 44 |
|
|
2021
Q1 | $1.72M | Buy |
14,424
+1,900
| +15% | +$226K | 0.39% | 44 |
|
|
2020
Q4 | $1.43M | Buy |
12,524
+8,000
| +177% | +$911K | 0.33% | 49 |
|
|
2020
Q3 | $466K | Buy |
+4,524
| New | +$466K | 0.12% | 92 |
|