Empirical 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 | $12.1M | Sell |
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|
2025
Q1 | $17.3M | Buy |
|
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|
2024
Q4 | $1.66M | Buy |
|
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|
2024
Q3 | $1.38M | Buy |
|
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|
2024
Q2 | $1.01M | Sell |
|
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|
2024
Q1 | $1.51M | Buy |
|
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|
2023
Q4 | $1.22M | Buy |
|
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.2M | Sell |
|
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $676K | Buy |
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|
2022
Q1 | $656K | Sell |
|
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|
2021
Q4 | $878K | Buy |
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|
2021
Q3 | $428K | Sell |
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|
2021
Q2 | $428K | Buy |
|
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $450K | Buy |
|
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|
2020
Q3 | $371K | Sell |
|
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|
2020
Q2 | $378K | Hold |
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|
2020
Q1 | $368K | Sell |
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|
2019
Q4 | $454K | Buy |
|
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|
2019
Q3 | $402K | Sell |
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|
2019
Q2 | $362K | Buy |
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|
2019
Q1 | $283K | Sell |
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|
2018
Q4 | $296K | Buy |
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|
2018
Q3 | $330K | Sell |
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|
2018
Q2 | $308K | Hold |
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|
2018
Q1 | $297K | Buy |
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|
2017
Q4 | $269K | Buy |
|