Legacy Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,475
| Closed | -$2.75M | – | 155 |
|
|
2025
Q1 | $2.75M | Buy |
12,475
+1,810
| +17% | +$400K | 0.28% | 69 |
|
|
2024
Q4 | $2.19M | Buy |
10,665
+111
| +1% | +$22.8K | 0.21% | 82 |
|
|
2024
Q3 | $1.9M | Buy |
10,554
+3,819
| +57% | +$686K | 0.21% | 87 |
|
|
2024
Q2 | $1M | Buy |
6,735
+668
| +11% | +$99.6K | 0.12% | 130 |
|
|
2024
Q1 | $970K | Sell |
6,067
-262
| -4% | -$41.9K | 0.12% | 136 |
|
|
2023
Q4 | $841K | Buy |
6,329
+237
| +4% | +$31.5K | 0.11% | 146 |
|
|
2023
Q3 | $688K | Sell |
6,092
-734
| -11% | -$82.9K | 0.11% | 152 |
|
|
2023
Q2 | $861K | Buy |
+6,826
| New | +$861K | 0.13% | 129 |
|