Legend 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 | $1.24M | Hold |
7,208
| – | – | 0.83% | 20 |
|
|
2025
Q1 | $1.59M | Hold |
7,208
| – | – | 1.17% | 18 |
|
|
2024
Q4 | $1.48M | Sell |
7,208
-318
| -4% | -$65.3K | 1.04% | 17 |
|
|
2024
Q3 | $1.35M | Hold |
7,526
| – | – | 0.93% | 17 |
|
|
2024
Q2 | $1.12M | Hold |
7,526
| – | – | 0.8% | 17 |
|
|
2024
Q1 | $1.2M | Hold |
7,526
| – | – | 0.87% | 16 |
|
|
2023
Q4 | $1,000K | Hold |
7,526
| – | – | 0.8% | 17 |
|
|
2023
Q3 | $850K | Sell |
7,526
-510
| -6% | -$57.6K | 0.73% | 19 |
|
|
2023
Q2 | $1.01M | Buy |
+8,036
| New | +$1.01M | 0.85% | 17 |
|