Concord Wealth Partners’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 | $46.9K | Sell |
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|
2025
Q1 | $68.7K | Sell |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $229K | Buy |
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|
2024
Q2 | $149K | Sell |
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|
2024
Q1 | $245K | Buy |
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|
2023
Q4 | $157K | Sell |
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|
2023
Q3 | $193K | Sell |
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|
2023
Q2 | $224K | Buy |
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|
2023
Q1 | $183K | Sell |
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|
2022
Q4 | $181K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $169K | Buy |
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|
2022
Q1 | $140K | Sell |
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|
2021
Q4 | $144K | Buy |
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|
2021
Q3 | $127K | Sell |
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|
2021
Q2 | $136K | Buy |
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|
2021
Q1 | $144K | Buy |
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|
2020
Q4 | $127K | Buy |
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