SFMG Wealth Advisors’s Fiserv FI Stock Holding History

SFMG Wealth Advisors’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$301K	Sell
2024 Q4	$282K	Sell
2024 Q3	$247K	Buy
2024 Q2	$203K	Hold
2024 Q1	$217K	Buy
2020 Q4	–	Sell
2020 Q3	$472K	Sell
2020 Q2	$459K	Buy