CreativeOne Wealth’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 | $1.48M | Sell |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $2.12M | Buy |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $809K | Buy |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $936K | Buy |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $931K | Buy |
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|
2021
Q2 | $838K | Buy |
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|
2021
Q1 | $640K | Buy |
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|
2020
Q4 | $510K | Buy |
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|
2020
Q3 | $319K | Buy |
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