Avantax Advisory Services’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 | $3.48M | Sell |
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|
2025
Q1 | $5.66M | Buy |
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|
2024
Q4 | $4.98M | Buy |
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|
2024
Q3 | $4.23M | Buy |
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|
2024
Q2 | $3.29M | Buy |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $906K | Buy |
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|
2022
Q3 | $819K | Sell |
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|
2022
Q2 | $786K | Buy |
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|
2022
Q1 | $357K | Buy |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $307K | Buy |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $316K | Buy |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $538K | Buy |
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|
2020
Q2 | $337K | Sell |
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|
2020
Q1 | $336K | Buy |
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|
2019
Q4 | $380K | Buy |
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