TFC Financial Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.31K | Hold |
25
| – | – | ﹤0.01% | 431 |
|
2025
Q1 | $5.52K | Hold |
25
| – | – | ﹤0.01% | 398 |
|
2024
Q4 | $5.14K | Hold |
25
| – | – | ﹤0.01% | 409 |
|
2024
Q3 | $4.49K | Hold |
25
| – | – | ﹤0.01% | 430 |
|
2024
Q2 | $3.73K | Hold |
25
| – | – | ﹤0.01% | 418 |
|
2024
Q1 | $4K | Buy |
25
+3
| +14% | +$480 | ﹤0.01% | 406 |
|
2023
Q4 | $2.92K | Sell |
22
-4
| -15% | -$531 | ﹤0.01% | 419 |
|
2023
Q3 | $2.94K | Hold |
26
| – | – | ﹤0.01% | 428 |
|
2023
Q2 | $3.28K | Buy |
26
+3
| +13% | +$378 | ﹤0.01% | 404 |
|
2023
Q1 | $2.6K | Buy |
23
+9
| +64% | +$1.02K | ﹤0.01% | 441 |
|
2022
Q4 | $1.42K | Hold |
14
| – | – | ﹤0.01% | 427 |
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 471 |
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 464 |
|
2022
Q1 | $1K | Sell |
14
-37
| -73% | -$2.64K | ﹤0.01% | 478 |
|
2021
Q4 | $5K | Hold |
51
| – | – | ﹤0.01% | 389 |
|
2021
Q3 | $6K | Hold |
51
| – | – | ﹤0.01% | 369 |
|
2021
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 369 |
|
2021
Q1 | $6K | Hold |
51
| – | – | ﹤0.01% | 341 |
|
2020
Q4 | $6K | Hold |
51
| – | – | ﹤0.01% | 343 |
|
2020
Q3 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 335 |
|