Clearstead Trust’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 | $543K | Buy |
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|
2025
Q1 | $668K | Sell |
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|
2024
Q4 | $626K | Sell |
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|
2024
Q3 | $557K | Sell |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $499K | Hold |
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|
2023
Q4 | $415K | Hold |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $318K | Hold |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $282K | Buy |
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