Signature Wealth Management 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 | $1.94M | Buy |
11,250
+228
| +2% | +$39.3K | 0.77% | 54 |
|
|
2025
Q1 | $2.43M | Sell |
11,022
-419
| -4% | -$92.5K | 0.95% | 39 |
|
|
2024
Q4 | $2.35M | Buy |
11,441
+377
| +3% | +$77.4K | 0.94% | 43 |
|
|
2024
Q3 | $1.99M | Buy |
11,064
+365
| +3% | +$65.6K | 0.8% | 46 |
|
|
2024
Q2 | $1.59M | Buy |
10,699
+450
| +4% | +$67.1K | 0.7% | 56 |
|
|
2024
Q1 | $1.52M | Buy |
10,249
+561
| +6% | +$83.4K | 0.69% | 52 |
|
|
2023
Q4 | $1.29M | Buy |
+9,688
| New | +$1.29M | 0.59% | 60 |
|