BOK Financial Private Wealth’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 | $282K | Sell |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $313K | Hold |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $274K | Buy |
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