Arkadios 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
Q3 | $1.49M | Sell |
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|
2025
Q2 | $2.22M | Buy |
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|
2025
Q1 | $555K | Buy |
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|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $452K | Sell |
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|
2024
Q2 | $379K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $65K | Sell |
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|
2021
Q2 | $120K | Sell |
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|
2021
Q1 | $136K | Buy |
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|
2020
Q4 | $130K | Buy |
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|
2020
Q3 | $61K | Sell |
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|
2020
Q2 | $107K | Buy |
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|
2020
Q1 | $56.5K | Sell |
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|
2019
Q4 | $76.6K | Buy |
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