Taylor Financial 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 | $4.8M | Buy |
27,863
+115
| +0.4% | +$19.8K | 3% | 3 |
|
|
2025
Q1 | $6.13M | Sell |
27,748
-494
| -2% | -$109K | 4.26% | 3 |
|
|
2024
Q4 | $5.8M | Hold |
28,242
| – | – | 4.02% | 3 |
|
|
2024
Q3 | $5.07M | Hold |
28,242
| – | – | 3.51% | 3 |
|
|
2024
Q2 | $4.21M | Sell |
28,242
-100
| -0.4% | -$14.9K | 3.23% | 3 |
|
|
2024
Q1 | $4.53M | Sell |
28,342
-193
| -0.7% | -$30.8K | 3.45% | 3 |
|
|
2023
Q4 | $3.79M | Buy |
+28,535
| New | +$3.79M | 3.12% | 3 |
|