KMG Fiduciary Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Hold |
3,653
| – | – | 0.05% | 218 |
|
|
2025
Q1 | $807K | Hold |
3,653
| – | – | 0.07% | 196 |
|
|
2024
Q4 | $750K | Sell |
3,653
-427
| -10% | -$87.7K | 0.06% | 198 |
|
|
2024
Q3 | $733K | Hold |
4,080
| – | – | 0.06% | 191 |
|
|
2024
Q2 | $608K | Hold |
4,080
| – | – | 0.06% | 173 |
|
|
2024
Q1 | $652K | Hold |
4,080
| – | – | 0.07% | 164 |
|
|
2023
Q4 | $542K | Hold |
4,080
| – | – | 0.06% | 175 |
|
|
2023
Q3 | $461K | Hold |
4,080
| – | – | 0.06% | 172 |
|
|
2023
Q2 | $515K | Buy |
+4,080
| New | +$515K | 0.07% | 171 |
|