Legacy Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
6,876
-20
| -0.3% | -$3.45K | 0.29% | 67 |
|
|
2025
Q1 | $1.52M | Sell |
6,896
-55
| -0.8% | -$12.1K | 0.37% | 63 |
|
|
2024
Q4 | $1.43M | Sell |
6,951
-55
| -0.8% | -$11.3K | 0.33% | 66 |
|
|
2024
Q3 | $1.26M | Sell |
7,006
-106
| -1% | -$19K | 0.29% | 69 |
|
|
2024
Q2 | $1.06M | Sell |
7,112
-47
| -0.7% | -$7.01K | 0.26% | 71 |
|
|
2024
Q1 | $1.14M | Buy |
7,159
+16
| +0.2% | +$2.56K | 0.29% | 72 |
|
|
2023
Q4 | $949K | Sell |
7,143
-51
| -0.7% | -$6.78K | 0.25% | 75 |
|
|
2023
Q3 | $813K | Sell |
7,194
-181
| -2% | -$20.4K | 0.24% | 76 |
|
|
2023
Q2 | $930K | Sell |
7,375
-113
| -2% | -$14.3K | 0.26% | 76 |
|
|
2023
Q1 | $846K | Buy |
7,488
+1,136
| +18% | +$128K | 0.25% | 78 |
|
|
2022
Q4 | $642K | Buy |
+6,352
| New | +$642K | 0.2% | 84 |
|