SFMG 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 | – | Sell |
-1,365
| Closed | -$301K | – | 288 |
|
|
2025
Q1 | $301K | Sell |
1,365
-10
| -0.7% | -$2.21K | 0.02% | 199 |
|
|
2024
Q4 | $282K | Sell |
1,375
-1
| -0.1% | -$205 | 0.02% | 205 |
|
|
2024
Q3 | $247K | Buy |
1,376
+16
| +1% | +$2.88K | 0.02% | 216 |
|
|
2024
Q2 | $203K | Hold |
1,360
| – | – | 0.02% | 246 |
|
|
2024
Q1 | $217K | Buy |
+1,360
| New | +$217K | 0.02% | 237 |
|
|
2020
Q4 | – | Sell |
-4,579
| Closed | -$472K | – | 229 |
|
|
2020
Q3 | $472K | Sell |
4,579
-128
| -3% | -$13.2K | 0.07% | 110 |
|
|
2020
Q2 | $459K | Buy |
+4,707
| New | +$459K | 0.07% | 101 |
|