Legacy Financial Group (Iowa)’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
1,562
-93
| -6% | -$16K | 0.04% | 101 |
|
|
2025
Q1 | $365K | Hold |
1,655
| – | – | 0.06% | 86 |
|
|
2024
Q4 | $340K | Buy |
+1,655
| New | +$340K | 0.06% | 86 |
|
|
2024
Q3 | – | Sell |
-1,701
| Closed | -$254K | – | 68 |
|
|
2024
Q2 | $254K | Hold |
1,701
| – | – | 0.05% | 92 |
|
|
2024
Q1 | $272K | Buy |
+1,701
| New | +$272K | 0.06% | 84 |
|
|
2023
Q4 | – | Sell |
-1,805
| Closed | -$204K | – | 186 |
|
|
2023
Q3 | $204K | Buy |
+1,805
| New | +$204K | 0.05% | 92 |
|