Evermay 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 | $146K | Hold |
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|
2025
Q1 | $186K | Sell |
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|
2024
Q4 | $176K | Hold |
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|
2024
Q3 | $154K | Hold |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $137K | Sell |
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|
2023
Q4 | $117K | Buy |
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|
2023
Q3 | $99K | Buy |
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|
2023
Q2 | $101K | Hold |
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|
2023
Q1 | $90.4K | Hold |
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|
2022
Q4 | $80.9K | Hold |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $71K | Sell |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $449K | Sell |
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|
2021
Q1 | $585K | Sell |
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|
2020
Q4 | $586K | Sell |
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|
2020
Q3 | $604K | Sell |
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|
2020
Q2 | $573K | Sell |
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|
2020
Q1 | $588K | Buy |
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|
2019
Q4 | $230K | Hold |
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|
2019
Q3 | $206K | Buy |
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