Legacy Financial 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 | $901K | Buy |
5,224
+2,987
| +134% | +$515K | 0.14% | 122 |
|
|
2025
Q1 | $494K | Buy |
2,237
+237
| +12% | +$52.3K | 0.08% | 197 |
|
|
2024
Q4 | $411K | Sell |
2,000
-173
| -8% | -$35.5K | 0.07% | 225 |
|
|
2024
Q3 | $390K | Buy |
2,173
+142
| +7% | +$25.5K | 0.07% | 232 |
|
|
2024
Q2 | $303K | Sell |
2,031
-167
| -8% | -$24.9K | 0.05% | 249 |
|
|
2024
Q1 | $351K | Buy |
2,198
+72
| +3% | +$11.5K | 0.06% | 224 |
|
|
2023
Q4 | $282K | Buy |
2,126
+121
| +6% | +$16.1K | 0.05% | 240 |
|
|
2023
Q3 | $226K | Buy |
2,005
+64
| +3% | +$7.23K | 0.05% | 236 |
|
|
2023
Q2 | $245K | Buy |
1,941
+126
| +7% | +$15.9K | 0.05% | 223 |
|
|
2023
Q1 | $205K | Buy |
+1,815
| New | +$205K | 0.04% | 235 |
|
|
2019
Q2 | – | Sell |
-518
| Closed | -$46K | – | 394 |
|
|
2019
Q1 | $46K | Sell |
518
-35
| -6% | -$3.11K | 0.02% | 287 |
|
|
2018
Q4 | $41K | Buy |
553
+295
| +114% | +$21.9K | 0.02% | 275 |
|
|
2018
Q3 | $21K | Hold |
258
| – | – | 0.01% | 365 |
|
|
2018
Q2 | $20K | Hold |
258
| – | – | 0.01% | 380 |
|
|
2018
Q1 | $18K | Hold |
258
| – | – | 0.01% | 380 |
|
|
2017
Q4 | $16K | Buy |
+258
| New | +$16K | 0.01% | 399 |
|