Chicago Partners Investment Group’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 | $476K | Buy |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $279K | Buy |
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|
2024
Q4 | $309K | Buy |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $317K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $44K | Hold |
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|
2018
Q2 | $42K | Sell |
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|
2018
Q1 | $70K | Buy |
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|
2017
Q4 | $37K | Hold |
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|
2017
Q3 | $36K | Sell |
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|
2017
Q2 | $104K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5K | Buy |
|