Legacy Financial Advisors’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 | $901K | Buy |
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|
2025
Q1 | $494K | Buy |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $205K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $46K | Sell |
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|
2018
Q4 | $41K | Buy |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $20K | Hold |
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|
2018
Q1 | $18K | Hold |
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|
2017
Q4 | $16K | Buy |
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