Sax 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
Q1 | – | Sell |
-2,722
| Closed | -$559K | – | 372 |
|
|
2024
Q4 | $559K | Buy |
2,722
+16
| +0.6% | +$3.29K | 0.04% | 184 |
|
|
2024
Q3 | $486K | Buy |
2,706
+382
| +16% | +$68.6K | 0.04% | 161 |
|
|
2024
Q2 | $346K | Sell |
2,324
-100
| -4% | -$14.9K | 0.03% | 187 |
|
|
2024
Q1 | $387K | Buy |
2,424
+125
| +5% | +$20K | 0.05% | 132 |
|
|
2023
Q4 | $305K | Hold |
2,299
| – | – | 0.05% | 145 |
|
|
2023
Q3 | $260K | Buy |
+2,299
| New | +$260K | 0.05% | 149 |
|