Avior 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
Q2 | $4.36M | Sell |
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|
2025
Q1 | $5.68M | Sell |
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|
2024
Q4 | $5.44M | Sell |
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|
2024
Q3 | $5.35M | Sell |
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|
2024
Q2 | $4.45M | Sell |
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|
2024
Q1 | $4.91M | Buy |
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|
2023
Q4 | $3.87M | Sell |
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|
2023
Q3 | $3.31M | Sell |
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|
2023
Q2 | $3.7M | Buy |
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|
2023
Q1 | $3.22M | Sell |
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|
2022
Q4 | $2.93M | Sell |
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|
2022
Q3 | $2.72M | Sell |
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|
2022
Q2 | $2.62M | Sell |
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|
2022
Q1 | $3M | Buy |
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|
2021
Q4 | $2.89M | Buy |
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|
2021
Q3 | $3.01M | Buy |
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|
2021
Q2 | $2.82M | Sell |
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|
2021
Q1 | $3.21M | Buy |
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|
2020
Q4 | $3.07M | Sell |
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|
2020
Q3 | $2.86M | Buy |
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|
2020
Q2 | $2.38M | Buy |
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|
2020
Q1 | $2.3M | Buy |
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|
2019
Q4 | $2.77M | Buy |
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|
2019
Q3 | $2.44M | Sell |
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|
2019
Q2 | $2.29M | Buy |
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|
2019
Q1 | $2.12M | Buy |
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|
2018
Q4 | $1.72M | Sell |
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|
2018
Q3 | $2.26M | Sell |
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|
2018
Q2 | $2.06M | Buy |
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|
2018
Q1 | $1.96M | Sell |
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|
2017
Q4 | $1.88M | Sell |
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|
2017
Q3 | $1.89M | Buy |
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|
2017
Q2 | $1.75M | Sell |
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|
2017
Q1 | $1.74M | Sell |
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|
2016
Q4 | $1.68M | Sell |
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|
2016
Q3 | $1.7M | Buy |
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|
2016
Q2 | $1.61M | Sell |
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|
2016
Q1 | $1.61M | Buy |
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|
2015
Q4 | $1.43M | Buy |
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|
2015
Q3 | $1.33M | Buy |
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|
2015
Q2 | $30K | Sell |
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|
2015
Q1 | $34K | Buy |
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|
2014
Q4 | $6K | Hold |
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|
2014
Q3 | $6K | Hold |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $5K | Buy |
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