9258 Wealth Management’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $806K | Sell |
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|
2024
Q2 | $703K | Buy |
|
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|
2024
Q1 | $685K | Buy |
|
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|
2023
Q4 | $552K | Hold |
|
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|
2023
Q3 | $469K | Buy |
|
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|
2023
Q2 | $492K | Buy |
|
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|
2023
Q1 | $377K | Buy |
|
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|
2022
Q4 | $305K | Sell |
|
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|
2022
Q3 | $383K | Sell |
|
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|
2022
Q2 | $394K | Buy |
|
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|
2022
Q1 | $384K | Buy |
|
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|
2021
Q4 | $279K | Buy |
|
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $244K | Buy |
|