Wallace Advisory 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 | $546K | Sell |
2,472
-492
| -17% | -$109K | 0.4% | 74 |
|
|
2025
Q1 | $609K | Sell |
2,964
-228
| -7% | -$46.8K | 0.42% | 62 |
|
|
2024
Q4 | $573K | Sell |
3,192
-125
| -4% | -$22.5K | 0.4% | 65 |
|
|
2024
Q3 | $494K | Hold |
3,317
| – | – | 0.36% | 68 |
|
|
2024
Q2 | $494K | Sell |
3,317
-381
| -10% | -$56.8K | 0.36% | 70 |
|
|
2024
Q1 | $491K | Sell |
3,698
-171
| -4% | -$22.7K | 0.37% | 72 |
|
|
2023
Q4 | $437K | Sell |
3,869
-439
| -10% | -$49.6K | 0.34% | 75 |
|
|
2023
Q3 | $543K | Sell |
4,308
-208
| -5% | -$26.2K | 0.39% | 57 |
|
|
2023
Q2 | $510K | Hold |
4,516
| – | – | 0.39% | 68 |
|
|
2023
Q1 | $510K | Buy |
4,516
+969
| +27% | +$110K | 0.39% | 68 |
|
|
2022
Q4 | $358K | Buy |
+3,547
| New | +$358K | 0.28% | 101 |
|