Michels Family Financial’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Sell
3,216
-124
-4% -$21.4K 0.47% 74
2025
Q1
$738K Sell
3,340
-70
-2% -$15.5K 0.67% 44
2024
Q4
$700K Buy
+3,410
New +$700K 0.64% 47