Baldwin Wealth Partners’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 | $9.87M | Sell |
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|
2025
Q2 | $13.3M | Sell |
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|
2025
Q1 | $17.8M | Sell |
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|
2024
Q4 | $17.1M | Sell |
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|
2024
Q3 | $15.3M | Sell |
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|
2024
Q2 | $12.9M | Sell |
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|
2024
Q1 | $13.9M | Sell |
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|
2023
Q4 | $11.7M | Sell |
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|
2023
Q3 | $10.2M | Buy |
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|
2023
Q2 | $11.4M | Sell |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $9.49M | Buy |
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|
2022
Q3 | $441K | Hold |
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|
2022
Q2 | $419K | Hold |
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|
2022
Q1 | $478K | Sell |
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|
2021
Q4 | $537K | Sell |
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|
2021
Q3 | $583K | Sell |
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|
2021
Q2 | $579K | Hold |
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|
2021
Q1 | $644K | Sell |
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|
2020
Q4 | $639K | Sell |
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|
2020
Q3 | $580K | Buy |
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|
2020
Q2 | $266K | Sell |
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|
2020
Q1 | $349K | Hold |
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|
2019
Q4 | $424K | Sell |
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|
2019
Q3 | $406K | Hold |
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|
2019
Q2 | $357K | Sell |
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|
2019
Q1 | $372K | Hold |
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|
2018
Q4 | $310K | Hold |
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|
2018
Q3 | $347K | Buy |
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|
2018
Q2 | $310K | Hold |
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|
2018
Q1 | $298K | Sell |
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|
2017
Q4 | $290K | Hold |
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|
2017
Q3 | $286K | Hold |
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|
2017
Q2 | $271K | Hold |
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|
2017
Q1 | $255K | Buy |
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|
2016
Q4 | $211K | Hold |
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|
2016
Q3 | $197K | Sell |
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|
2016
Q2 | $271K | Sell |
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|
2016
Q1 | $1.87M | Buy |
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|
2015
Q4 | $1.65M | Buy |
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|
2015
Q3 | $1.51M | Sell |
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|
2015
Q2 | $1.46M | Buy |
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|
2015
Q1 | $920K | Buy |
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|
2014
Q4 | $236K | Buy |
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