1834 Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $257K | Hold |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $355K | Hold |
|
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|
2024
Q3 | $310K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $113K | Hold |
|
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|
2022
Q1 | $129K | Sell |
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|
2021
Q4 | $134K | Buy |
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|
2021
Q3 | $138K | Sell |
|
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|
2021
Q2 | $147K | Sell |
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|
2021
Q1 | $283K | Sell |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $243K | Sell |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $341K | Hold |
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|
2019
Q3 | $306K | Sell |
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|
2019
Q2 | $282K | Hold |
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|
2019
Q1 | $273K | Sell |
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|
2018
Q4 | $272K | Sell |
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|
2018
Q3 | $412K | Buy |
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|
2018
Q2 | $207K | Hold |
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|
2018
Q1 | $200K | Hold |
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|
2017
Q4 | $184K | Buy |
|
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|
2017
Q2 | – | Sell |
|
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|
2017
Q1 | $1.27M | Hold |
|
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|
2016
Q4 | $1.17M | Hold |
|
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|
2016
Q3 | $1.1M | Sell |
|
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|
2016
Q2 | $1.21M | Sell |
|
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|
2016
Q1 | $1.15M | Hold |
|
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|
2015
Q4 | $1.02M | Sell |
|
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|
2015
Q3 | $1.03M | Buy |
|
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|
2015
Q2 | $969K | Sell |
|
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|
2015
Q1 | $953K | Sell |
|
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|
2014
Q4 | $916K | Sell |
|
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|
2014
Q3 | $838K | Sell |
|
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|
2014
Q2 | $788K | Hold |
|
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|
2014
Q1 | $741K | Hold |
|
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|
2013
Q4 | $772K | Hold |
|
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|
2013
Q3 | $660K | Hold |
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|
2013
Q2 | $571K | Buy |
|