AssetMark Inc’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 | $23.5M | Buy |
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|
2025
Q1 | $20.2M | Buy |
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|
2024
Q4 | $18M | Buy |
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|
2024
Q3 | $7.44M | Buy |
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|
2024
Q2 | $4.85M | Buy |
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|
2024
Q1 | $4.7M | Buy |
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|
2023
Q4 | $826K | Buy |
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|
2023
Q3 | $599K | Buy |
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|
2023
Q2 | $643K | Buy |
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|
2023
Q1 | $530K | Buy |
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|
2022
Q4 | $471K | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $675K | Buy |
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|
2021
Q4 | $664K | Buy |
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|
2021
Q3 | $643K | Sell |
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|
2021
Q2 | $638K | Sell |
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|
2021
Q1 | $784K | Sell |
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|
2020
Q4 | $769K | Sell |
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|
2020
Q3 | $700K | Sell |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $2.53M | Buy |
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|
2019
Q4 | $1.29M | Buy |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $1.07M | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.04M | Sell |
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|
2018
Q3 | $1.21M | Buy |
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|
2018
Q2 | $1.08M | Hold |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $979K | Sell |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $996K | Buy |
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|
2016
Q4 | $918K | Sell |
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|
2016
Q3 | $915K | Hold |
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|
2016
Q2 | $1M | Sell |
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|
2016
Q1 | $1.5M | Buy |
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|
2015
Q4 | $1.34M | Buy |
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|
2015
Q3 | $67K | Buy |
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|
2015
Q2 | $14K | Buy |
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