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