Bay Harbor 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
Q3 | $3.22K | Sell |
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|
2025
Q2 | $5.52K | Buy |
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|
2025
Q1 | $4.64K | Buy |
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|
2024
Q4 | $3.49K | Hold |
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|
2024
Q3 | $3.05K | Hold |
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|
2024
Q2 | $2.53K | Sell |
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|
2024
Q1 | $68.4K | Sell |
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|
2023
Q4 | $75.9K | Buy |
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|
2023
Q3 | $64.4K | Buy |
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|
2023
Q2 | $71.3K | Sell |
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|
2023
Q1 | $68.5K | Sell |
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|
2022
Q4 | $74K | Buy |
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|
2022
Q3 | $68K | Buy |
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