Mark Sheptoff Financial Planning’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$411K	Buy	2,385 +9	+0.4%	+$1.55K	0.22%	64
2025 Q1	$525K	Hold	2,376	–	–	0.29%	56
2024 Q4	$488K	Hold	2,376	–	–	0.26%	57
2024 Q3	$427K	Hold	2,376	–	–	0.23%	58
2024 Q2	$354K	Hold	2,376	–	–	0.2%	67
2024 Q1	$380K	Hold	2,376	–	–	0.21%	66
2023 Q4	$316K	Hold	2,376	–	–	0.19%	66
2023 Q3	$268K	Hold	2,376	–	–	0.17%	70
2023 Q2	$300K	Hold	2,376	–	–	0.17%	76
2023 Q1	$269K	Hold	2,376	–	–	0.16%	82
2022 Q4	$240K	Hold	2,376	–	–	0.14%	84
2022 Q3	$222K	Hold	2,376	–	–	0.14%	83
2022 Q2	$211K	Hold	2,376	–	–	0.12%	89
2022 Q1	$241K	Hold	2,376	–	–	0.12%	95
2021 Q4	$247K	Hold	2,376	–	–	0.12%	96
2021 Q3	$258K	Hold	2,376	–	–	0.14%	88
2021 Q2	$254K	Hold	2,376	–	–	0.14%	84
2021 Q1	$283K	Hold	2,376	–	–	0.16%	80
2020 Q4	$271K	Hold	2,376	–	–	0.15%	84
2020 Q3	$245K	Hold	2,376	–	–	0.15%	80
2020 Q2	$232K	Hold	2,376	–	–	0.15%	80
2020 Q1	$226K	Hold	2,376	–	–	0.17%	74
2019 Q4	$275K	Hold	2,376	–	–	0.17%	79
2019 Q3	$246K	Hold	2,376	–	–	0.17%	86
2019 Q2	$217K	Hold	2,376	–	–	0.15%	93
2019 Q1	$210K	Hold	2,376	–	–	0.15%	93
2018 Q4	$175K	Hold	2,376	–	–	0.15%	85
2018 Q3	$196K	Hold	2,376	–	–	0.13%	102
2018 Q2	$176K	Hold	2,376	–	–	0.13%	103
2018 Q1	$169K	Hold	2,376	–	–	0.12%	109
2017 Q4	$156K	Hold	2,376	–	–	0.1%	118
2017 Q3	$153K	Hold	2,376	–	–	0.1%	123
2017 Q2	$145K	Sell	2,376 -2	-0.1%	-$122	0.1%	124
2017 Q1	$137K	Buy	2,378 +2	+0.1%	+$115	0.1%	126
2016 Q4	$126K	Hold	2,376	–	–	0.09%	127
2016 Q3	$118K	Hold	2,376	–	–	0.09%	123
2016 Q2	$129K	Hold	2,376	–	–	0.1%	111
2016 Q1	$122K	Hold	2,376	–	–	0.1%	114
2015 Q4	$109K	Buy	+2,376	New	+$109K	0.09%	128