Beacon Pointe Advisors’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 | $831K | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $947K | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $882K | Sell |
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|
2024
Q1 | $992K | Sell |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $790K | Sell |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $646K | Sell |
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|
2022
Q3 | $792K | Sell |
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|
2022
Q2 | $805K | Sell |
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|
2022
Q1 | $993K | Buy |
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|
2021
Q4 | $358K | Sell |
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|
2021
Q3 | $440K | Sell |
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|
2021
Q2 | $470K | Buy |
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|
2021
Q1 | $363K | Buy |
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|
2020
Q4 | $285K | Buy |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $210K | Buy |
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