Wiser Advisor 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 |
-190
| Closed | -$42K | – | 116 |
|
|
2025
Q1 | $42K | Hold |
190
| – | – | 0.06% | 104 |
|
|
2024
Q4 | $39K | Hold |
190
| – | – | 0.06% | 108 |
|
|
2024
Q3 | $34.1K | Hold |
190
| – | – | 0.05% | 117 |
|
|
2024
Q2 | $28.3K | Hold |
190
| – | – | 0.04% | 123 |
|
|
2024
Q1 | $30.4K | Hold |
190
| – | – | 0.05% | 121 |
|
|
2023
Q4 | $25.2K | Buy |
+190
| New | +$25.2K | 0.04% | 133 |
|