Williamson Legacy 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 | – | Sell |
-6,208
| Closed | -$1.37M | – | 115 |
|
|
2025
Q1 | $1.37M | Buy |
6,208
+188
| +3% | +$41.5K | 1.3% | 25 |
|
|
2024
Q4 | $1.24M | Buy |
6,020
+160
| +3% | +$32.9K | 0.82% | 28 |
|
|
2024
Q3 | $1.05M | Buy |
5,860
+1,786
| +44% | +$321K | 0.7% | 30 |
|
|
2024
Q2 | $607K | Buy |
+4,074
| New | +$607K | 0.45% | 67 |
|