Clearstead Advisors’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 | $18.1M | Sell |
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|
2025
Q1 | $23.4M | Sell |
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|
2024
Q4 | $23M | Sell |
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|
2024
Q3 | $20.3M | Sell |
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|
2024
Q2 | $17.1M | Buy |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.03M | Hold |
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|
2022
Q3 | $952K | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $799K | Buy |
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|
2020
Q2 | $166K | Sell |
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|
2020
Q1 | $166K | Hold |
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|
2019
Q4 | $202K | Buy |
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