AE Wealth Management’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 | $406K | Sell |
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|
2025
Q2 | $717K | Buy |
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|
2025
Q1 | $909K | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.97M | Sell |
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|
2024
Q2 | $2.4M | Buy |
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|
2024
Q1 | $933K | Sell |
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|
2023
Q4 | $7.53M | Sell |
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|
2023
Q3 | $24.5M | Sell |
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|
2023
Q2 | $30.9M | Buy |
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|
2023
Q1 | $4.3M | Sell |
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|
2022
Q4 | $4.06M | Buy |
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|
2022
Q3 | $3.61M | Buy |
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|
2022
Q2 | $2.49M | Sell |
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|
2022
Q1 | $4.92M | Sell |
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|
2021
Q4 | $6.74M | Sell |
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|
2021
Q3 | $7.37M | Sell |
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|
2021
Q2 | $8.05M | Buy |
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|
2021
Q1 | $7.7M | Buy |
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|
2020
Q4 | $7.23M | Buy |
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|
2020
Q3 | $6.12M | Buy |
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|
2020
Q2 | $5.75M | Buy |
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|
2020
Q1 | $4.63M | Buy |
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|
2019
Q4 | $3.28M | Buy |
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $730K | Buy |
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|
2019
Q1 | $435K | Buy |
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|
2018
Q4 | $358K | Sell |
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|
2018
Q3 | $439K | Buy |
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|
2018
Q2 | $391K | Buy |
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|
2018
Q1 | $346K | Buy |
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|
2017
Q4 | $311K | Buy |
|