Physician Wealth 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 | $206K | Buy |
1,192
+128
| +12% | +$22.1K | 0.03% | 181 |
|
|
2025
Q1 | $235K | Sell |
1,064
-22
| -2% | -$4.86K | 0.04% | 156 |
|
|
2024
Q4 | $223K | Sell |
1,086
-325
| -23% | -$66.8K | 0.04% | 164 |
|
|
2024
Q3 | $274K | Sell |
1,411
-124
| -8% | -$24.1K | 0.05% | 146 |
|
|
2024
Q2 | $241K | Buy |
+1,535
| New | +$241K | 0.04% | 152 |
|