Legacy Wealth Management (Mississippi)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Hold |
3,000
| – | – | 0.16% | 64 |
|
|
2025
Q1 | $662K | Sell |
3,000
-800
| -21% | -$177K | 0.22% | 56 |
|
|
2024
Q4 | $781K | Hold |
3,800
| – | – | 0.31% | 51 |
|
|
2024
Q3 | $683K | Hold |
3,800
| – | – | 0.25% | 63 |
|
|
2024
Q2 | $566K | Sell |
3,800
-234
| -6% | -$34.9K | 0.24% | 56 |
|
|
2024
Q1 | $645K | Hold |
4,034
| – | – | 0.29% | 50 |
|
|
2023
Q4 | $536K | Hold |
4,034
| – | – | 0.26% | 57 |
|
|
2023
Q3 | $456K | Sell |
4,034
-177
| -4% | -$20K | 0.24% | 61 |
|
|
2023
Q2 | $531K | Sell |
4,211
-31
| -0.7% | -$3.91K | 0.27% | 56 |
|
|
2023
Q1 | $479K | Hold |
4,242
| – | – | 0.26% | 59 |
|
|
2022
Q4 | $429K | Sell |
4,242
-129
| -3% | -$13K | 0.25% | 61 |
|
|
2022
Q3 | $409K | Buy |
+4,371
| New | +$409K | 0.28% | 59 |
|