Evergreen Wealth Solutions’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 | $560K | Buy |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $715K | Sell |
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|
2024
Q3 | $644K | Sell |
|
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|
2024
Q2 | $617K | Sell |
|
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|
2024
Q1 | $712K | Sell |
|
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|
2023
Q4 | $637K | Buy |
|
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|
2023
Q3 | $521K | Sell |
|
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|
2023
Q2 | $606K | Buy |
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|
2023
Q1 | $507K | Sell |
|
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|
2022
Q4 | $458K | Buy |
|
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $537K | Sell |
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|
2022
Q1 | $700K | Buy |
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|
2021
Q4 | $697K | Buy |
|