Larson Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
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|
2025
Q1 | $290K | Buy |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $330K | Buy |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $689K | Buy |
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|
2023
Q4 | $548K | Buy |
|
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|
2023
Q3 | $61.1K | Sell |
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|
2023
Q2 | $112K | Buy |
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|
2023
Q1 | $60.2K | Hold |
|
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|
2022
Q4 | $53.9K | Hold |
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|
2022
Q3 | $50K | Hold |
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|
2022
Q2 | $47K | Buy |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $39K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $10K | Buy |
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|
2020
Q3 | $7K | Buy |
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|
2020
Q2 | $4K | Buy |
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|
2020
Q1 | $3K | Buy |
|