Evercore 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 | $56.8M | Buy |
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|
2025
Q1 | $65.1M | Buy |
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|
2024
Q4 | $55M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $225K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $69K | Hold |
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|
2017
Q3 | $67K | Hold |
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|
2017
Q2 | $64K | Buy |
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|
2017
Q1 | $48K | Sell |
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|
2016
Q4 | $46K | Buy |
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|
2016
Q3 | $42K | Sell |
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|
2016
Q2 | $91K | Buy |
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|
2016
Q1 | $70K | Buy |
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|
2015
Q4 | $39K | Buy |
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|
2015
Q3 | $17K | Hold |
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|
2015
Q2 | $17K | Sell |
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|
2015
Q1 | $23K | Sell |
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|
2014
Q4 | $20K | Buy |
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|
2014
Q3 | $17K | Hold |
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|
2014
Q2 | $16K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $5K | Buy |
|