Pinnacle Wealth Management 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 | $485K | Buy |
2,811
+77
| +3% | +$13.3K | 0.04% | 226 |
|
|
2025
Q1 | $604K | Buy |
2,734
+8
| +0.3% | +$1.77K | 0.06% | 183 |
|
|
2024
Q4 | $560K | Sell |
2,726
-23
| -0.8% | -$4.73K | 0.05% | 182 |
|
|
2024
Q3 | $494K | Sell |
2,749
-11
| -0.4% | -$1.98K | 0.05% | 205 |
|
|
2024
Q2 | $411K | Buy |
2,760
+101
| +4% | +$15.1K | 0.04% | 219 |
|
|
2024
Q1 | $425K | Buy |
2,659
+59
| +2% | +$9.43K | 0.05% | 211 |
|
|
2023
Q4 | $345K | Sell |
2,600
-94
| -3% | -$12.5K | 0.04% | 225 |
|
|
2023
Q3 | $304K | Buy |
2,694
+795
| +42% | +$89.8K | 0.04% | 231 |
|
|
2023
Q2 | $240K | Buy |
1,899
+8
| +0.4% | +$1.01K | 0.03% | 280 |
|
|
2023
Q1 | $214K | Buy |
+1,891
| New | +$214K | 0.03% | 286 |
|