KMG Fiduciary Partners’s Fiserv FI Stock Holding History

KMG Fiduciary Partners’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$471K	Hold
2025 Q2	$630K	Hold
2025 Q1	$807K	Hold
2024 Q4	$750K	Sell
2024 Q3	$733K	Hold
2024 Q2	$608K	Hold
2024 Q1	$652K	Hold
2023 Q4	$542K	Hold
2023 Q3	$461K	Hold
2023 Q2	$515K	Buy