Kowal Investment Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.03M | Sell |
5,757
-63
| -1% | -$11.3K | 0.19% | 75 |
|
|
2024
Q2 | $867K | Sell |
5,820
-30
| -0.5% | -$4.47K | 0.17% | 78 |
|
|
2024
Q1 | $935K | Sell |
5,850
-147
| -2% | -$23.5K | 0.2% | 71 |
|
|
2023
Q4 | $797K | Sell |
5,997
-91
| -1% | -$12.1K | 0.19% | 72 |
|
|
2023
Q3 | $688K | Sell |
6,088
-94
| -2% | -$10.6K | 0.19% | 69 |
|
|
2023
Q2 | $780K | Sell |
6,182
-106
| -2% | -$13.4K | 0.21% | 64 |
|
|
2023
Q1 | $711K | Sell |
6,288
-1,326
| -17% | -$150K | 0.2% | 62 |
|
|
2022
Q4 | $770K | Sell |
7,614
-102
| -1% | -$10.3K | 0.23% | 62 |
|
|
2022
Q3 | $722K | Sell |
7,716
-890
| -10% | -$83.3K | 0.24% | 54 |
|
|
2022
Q2 | $766K | Sell |
8,606
-768
| -8% | -$68.4K | 0.25% | 45 |
|
|
2022
Q1 | $951K | Buy |
9,374
+81
| +0.9% | +$8.22K | 0.29% | 34 |
|
|
2021
Q4 | $965K | Buy |
9,293
+471
| +5% | +$48.9K | 0.29% | 31 |
|
|
2021
Q3 | $957K | Sell |
8,822
-67
| -0.8% | -$7.27K | 0.3% | 27 |
|
|
2021
Q2 | $950K | Hold |
8,889
| – | – | 0.34% | 27 |
|
|
2021
Q1 | $1.06M | Sell |
8,889
-28
| -0.3% | -$3.33K | 0.43% | 21 |
|
|
2020
Q4 | $992K | Buy |
+8,917
| New | +$992K | 0.46% | 19 |
|