Cary Street Partners Investment Advisory’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 | $399K | Buy |
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|
2025
Q1 | $496K | Buy |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $8.43M | Sell |
|
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|
2024
Q2 | $7.07M | Buy |
|
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|
2024
Q1 | $7.57M | Buy |
|
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|
2023
Q4 | $6.26M | Sell |
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|
2023
Q3 | $5.34M | Buy |
|
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|
2023
Q2 | $2.93M | Sell |
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|
2023
Q1 | $2.78M | Sell |
|
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|
2022
Q4 | $2.54M | Sell |
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|
2022
Q3 | $2.45M | Buy |
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|
2022
Q2 | $2.14M | Buy |
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|
2022
Q1 | $1.45M | Sell |
|
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.22M | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $381K | Sell |
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|
2020
Q4 | $402K | Sell |
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|
2020
Q3 | $892K | Buy |
|