Madison Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.4M | Sell |
30,080
-1,425
| -5% | -$161K | 0.71% | 44 |
|
|
2023
Q2 | $3.97M | Buy |
31,505
+113
| +0.4% | +$14.3K | 0.8% | 41 |
|
|
2023
Q1 | $3.55M | Sell |
31,392
-240
| -0.8% | -$27.1K | 0.77% | 42 |
|
|
2022
Q4 | $3.2M | Buy |
31,632
+535
| +2% | +$54.1K | 0.73% | 42 |
|
|
2022
Q3 | $2.91M | Buy |
31,097
+2,865
| +10% | +$268K | 0.71% | 44 |
|
|
2022
Q2 | $2.51M | Buy |
+28,232
| New | +$2.51M | 0.61% | 51 |
|