Magnolia Capital 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 | $765K | Sell |
4,439
-138
| -3% | -$23.8K | 0.19% | 125 |
|
|
2025
Q1 | $1.01M | Sell |
4,577
-1,017
| -18% | -$225K | 0.27% | 96 |
|
|
2024
Q4 | $1.15M | Buy |
5,594
+1,014
| +22% | +$208K | 0.3% | 88 |
|
|
2024
Q3 | $823K | Sell |
4,580
-99
| -2% | -$17.8K | 0.41% | 70 |
|
|
2024
Q2 | $697K | Buy |
+4,679
| New | +$697K | 0.39% | 70 |
|
|
2023
Q3 | – | Sell |
-6,367
| Closed | -$803K | – | 95 |
|
|
2023
Q2 | $803K | Sell |
6,367
-4
| -0.1% | -$505 | 0.4% | 64 |
|
|
2023
Q1 | $720K | Sell |
6,371
-20
| -0.3% | -$2.26K | 0.37% | 69 |
|
|
2022
Q4 | $646K | Buy |
6,391
+4,239
| +197% | +$428K | 0.43% | 67 |
|
|
2022
Q3 | $201K | Buy |
+2,152
| New | +$201K | 0.17% | 118 |
|