Larson Financial 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 | $304K | Buy |
1,765
+451
| +34% | +$77.8K | 0.01% | 561 |
|
|
2025
Q1 | $290K | Buy |
1,314
+251
| +24% | +$55.4K | 0.01% | 535 |
|
|
2024
Q4 | $218K | Sell |
1,063
-773
| -42% | -$159K | 0.01% | 548 |
|
|
2024
Q3 | $330K | Buy |
1,836
+274
| +18% | +$49.2K | 0.02% | 443 |
|
|
2024
Q2 | $233K | Sell |
1,562
-2,750
| -64% | -$410K | 0.02% | 417 |
|
|
2024
Q1 | $689K | Buy |
4,312
+186
| +5% | +$29.7K | 0.05% | 194 |
|
|
2023
Q4 | $548K | Buy |
4,126
+3,585
| +663% | +$476K | 0.05% | 205 |
|
|
2023
Q3 | $61.1K | Sell |
541
-349
| -39% | -$39.4K | 0.01% | 559 |
|
|
2023
Q2 | $112K | Buy |
890
+357
| +67% | +$45K | 0.01% | 408 |
|
|
2023
Q1 | $60.2K | Hold |
533
| – | – | 0.01% | 515 |
|
|
2022
Q4 | $53.9K | Hold |
533
| – | – | 0.01% | 507 |
|
|
2022
Q3 | $50K | Hold |
533
| – | – | 0.01% | 466 |
|
|
2022
Q2 | $47K | Buy |
533
+154
| +41% | +$13.6K | 0.01% | 383 |
|
|
2022
Q1 | $38K | Hold |
379
| – | – | 0.01% | 421 |
|
|
2021
Q4 | $39K | Buy |
+379
| New | +$39K | 0.01% | 421 |
|
|
2021
Q1 | – | Sell |
-86
| Closed | -$10K | – | 859 |
|
|
2020
Q4 | $10K | Buy |
86
+16
| +23% | +$1.86K | ﹤0.01% | 492 |
|
|
2020
Q3 | $7K | Buy |
70
+24
| +52% | +$2.4K | ﹤0.01% | 480 |
|
|
2020
Q2 | $4K | Buy |
46
+19
| +70% | +$1.65K | ﹤0.01% | 506 |
|
|
2020
Q1 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 406 |
|