Benchmark Investment 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
Q1 | $2.97M | Buy |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $2.15M | Sell |
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|
2022
Q3 | $2.01M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $1.87M | Buy |
|