Valued Wealth 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 | $5.86K | Hold |
34
| – | – | ﹤0.01% | 264 |
|
|
2025
Q1 | $7.51K | Hold |
34
| – | – | ﹤0.01% | 262 |
|
|
2024
Q4 | $6.99K | Sell |
34
-10
| -23% | -$2.05K | ﹤0.01% | 266 |
|
|
2024
Q3 | $7.91K | Buy |
44
+10
| +29% | +$1.8K | 0.01% | 243 |
|
|
2024
Q2 | $5.07K | Hold |
34
| – | – | ﹤0.01% | 273 |
|
|
2024
Q1 | $5.43K | Hold |
34
| – | – | ﹤0.01% | 244 |
|
|
2023
Q4 | $3.84K | Buy |
+34
| New | +$3.84K | ﹤0.01% | 228 |
|