Tanglewood Legacy 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 | $150K | Hold |
872
| – | – | 0.06% | 106 |
|
|
2025
Q1 | $193K | Hold |
872
| – | – | 0.08% | 93 |
|
|
2024
Q4 | $179K | Hold |
872
| – | – | 0.08% | 95 |
|
|
2024
Q3 | $157K | Hold |
872
| – | – | 0.07% | 98 |
|
|
2024
Q2 | $130K | Hold |
872
| – | – | 0.06% | 106 |
|
|
2024
Q1 | $139K | Hold |
872
| – | – | 0.07% | 100 |
|
|
2023
Q4 | $116K | Hold |
872
| – | – | 0.06% | 106 |
|
|
2023
Q3 | $98.5K | Hold |
872
| – | – | 0.06% | 114 |
|
|
2023
Q2 | $110K | Hold |
872
| – | – | 0.06% | 110 |
|
|
2023
Q1 | $98.6K | Hold |
872
| – | – | 0.06% | 111 |
|
|
2022
Q4 | $88.1K | Buy |
+872
| New | +$88.1K | 0.06% | 101 |
|