CVA Family Office’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $336K | Sell |
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|
2025
Q2 | $455K | Sell |
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|
2025
Q1 | $598K | Buy |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $463K | Buy |
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|
2024
Q2 | $383K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $337K | Hold |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $145K | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $197K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $171K | Buy |
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|
2021
Q1 | $29K | Buy |
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