M3 Advisory Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
2,127
-132
| -6% | -$22.8K | 0.25% | 75 |
|
|
2025
Q1 | $499K | Sell |
2,259
-124
| -5% | -$27.4K | 0.39% | 54 |
|
|
2024
Q4 | $489K | Sell |
2,383
-14
| -0.6% | -$2.88K | 0.35% | 64 |
|
|
2024
Q3 | $431K | Sell |
2,397
-77
| -3% | -$13.8K | 0.32% | 72 |
|
|
2024
Q2 | $369K | Buy |
2,474
+269
| +12% | +$40.1K | 0.3% | 81 |
|
|
2024
Q1 | $352K | Buy |
2,205
+292
| +15% | +$46.7K | 0.32% | 75 |
|
|
2023
Q4 | $254K | Buy |
+1,913
| New | +$254K | 0.3% | 78 |
|