Long Run Wealth 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 | $572K | Buy |
3,319
+330
| +11% | +$56.9K | 0.12% | 74 |
|
|
2025
Q1 | $660K | Buy |
2,989
+63
| +2% | +$13.9K | 0.15% | 72 |
|
|
2024
Q4 | $601K | Sell |
2,926
-17
| -0.6% | -$3.49K | 0.14% | 71 |
|
|
2024
Q3 | $529K | Hold |
2,943
| – | – | 0.12% | 72 |
|
|
2024
Q2 | $439K | Hold |
2,943
| – | – | 0.11% | 73 |
|
|
2024
Q1 | $470K | Hold |
2,943
| – | – | 0.12% | 72 |
|
|
2023
Q4 | $391K | Sell |
2,943
-46
| -2% | -$6.11K | 0.11% | 73 |
|
|
2023
Q3 | $338K | Sell |
2,989
-678
| -18% | -$76.6K | 0.11% | 73 |
|
|
2023
Q2 | $463K | Hold |
3,667
| – | – | 0.15% | 72 |
|
|
2023
Q1 | $414K | Hold |
3,667
| – | – | 0.14% | 75 |
|
|
2022
Q4 | $371K | Hold |
3,667
| – | – | 0.13% | 79 |
|
|
2022
Q3 | $343K | Buy |
+3,667
| New | +$343K | 0.14% | 77 |
|