Arete Wealth 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
Q2 | $895K | Buy |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $402K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $317M | Buy |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $244K | Sell |
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|
2021
Q1 | $331K | Buy |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $247K | Buy |
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|
2019
Q4 | $297K | Buy |
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|
2019
Q3 | $253K | Buy |
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|
2019
Q2 | $211K | Hold |
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|
2019
Q1 | $204K | Buy |
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