Center for Financial Planning’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 | Hold |
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|
2025
Q1 | $511K | Buy |
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|
2024
Q4 | $472K | Hold |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $342K | Buy |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $181K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $33K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $9K | Buy |
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