Abacus Planning Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.72M | Hold |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.18M | Hold |
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|
2023
Q4 | $984K | Buy |
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|
2023
Q3 | $827K | Hold |
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|
2023
Q2 | $924K | Hold |
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|
2023
Q1 | $828K | Sell |
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|
2022
Q4 | $745K | Sell |
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|
2022
Q3 | $693K | Hold |
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|
2022
Q2 | $659K | Hold |
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|
2022
Q1 | $751K | Hold |
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|
2021
Q4 | $768K | Hold |
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|
2021
Q3 | $803K | Hold |
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|
2021
Q2 | $791K | Sell |
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|
2021
Q1 | $1.27M | Hold |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.14M | Sell |
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|
2018
Q4 | $957K | Sell |
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|
2018
Q3 | $1.09M | Sell |
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|
2018
Q2 | $1M | Hold |
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|
2018
Q1 | $965K | Buy |
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|
2017
Q4 | $378K | Buy |
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