SageView 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 | $208K | Sell |
1,489
-109
| -7% | -$15.3K | 0.01% | 593 |
|
|
2025
Q1 | $353K | Buy |
1,598
+62
| +4% | +$13.7K | 0.02% | 426 |
|
|
2024
Q4 | $316K | Buy |
1,536
+150
| +11% | +$30.8K | 0.01% | 448 |
|
|
2024
Q3 | $249K | Sell |
1,386
-571
| -29% | -$103K | 0.01% | 443 |
|
|
2024
Q2 | $292K | Sell |
1,957
-12,621
| -87% | -$1.88M | 0.01% | 441 |
|
|
2024
Q1 | $563K | Buy |
14,578
+12,548
| +618% | +$485K | 0.03% | 300 |
|
|
2023
Q4 | $292K | Buy |
+2,030
| New | +$292K | 0.01% | 518 |
|