Compass Wealth Management’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 | $5.68M | Buy |
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|
2025
Q1 | $7.27M | Sell |
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|
2024
Q4 | $6.98M | Sell |
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|
2024
Q3 | $6.32M | Sell |
|
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|
2024
Q2 | $5.34M | Sell |
|
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|
2024
Q1 | $5.81M | Sell |
|
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|
2023
Q4 | $4.87M | Sell |
|
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|
2023
Q3 | $4.19M | Sell |
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|
2023
Q2 | $5.35M | Buy |
|
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|
2023
Q1 | $4.77M | Buy |
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|
2022
Q4 | $4.15M | Buy |
|