Net Worth 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	$724K	Buy	4,199 +44	+1%	+$7.59K	0.16%	128
2025 Q1	$917K	Sell	4,155 -12	-0.3%	-$2.65K	0.29%	64
2024 Q4	$856K	Sell	4,167 -1	-0%	-$205	0.26%	75
2024 Q3	$749K	Buy	+4,168	New	+$749K	0.22%	98