Biltmore Family Office’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 | $266K | Buy |
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|
2025
Q2 | $345K | Hold |
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|
2025
Q1 | $442K | Hold |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Hold |
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|
2021
Q4 | $208K | Hold |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $214K | Hold |
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|
2021
Q1 | $238K | Sell |
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|
2020
Q4 | $455K | Hold |
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|
2020
Q3 | $412K | Hold |
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|
2020
Q2 | $390K | Sell |
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|
2020
Q1 | $570K | Hold |
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|
2019
Q4 | $694K | Hold |
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|
2019
Q3 | $622K | Buy |
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|
2019
Q2 | $273K | Hold |
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|
2019
Q1 | $265K | Hold |
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|
2018
Q4 | $220K | Hold |
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|
2018
Q3 | $247K | Hold |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $428K | Buy |
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|
2017
Q4 | $203K | Buy |
|