BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $1M | Buy |
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|
2020
Q2 | $60K | Sell |
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|
2020
Q1 | $60K | Hold |
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|
2019
Q4 | $73K | Buy |
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|
2019
Q3 | $62K | Hold |
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|
2019
Q2 | $55K | Hold |
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|
2019
Q1 | $53K | Sell |
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|
2018
Q4 | $54K | Sell |
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|
2018
Q3 | $76K | Hold |
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|
2018
Q2 | $68K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $779K | Buy |
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|
2016
Q3 | $652K | Buy |
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|
2016
Q2 | $647K | Buy |
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|
2016
Q1 | $550K | Buy |
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