EverSource Wealth Advisors’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 | $644K | Sell |
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|
2025
Q1 | $959K | Buy |
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|
2024
Q4 | $786K | Sell |
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|
2024
Q3 | $760K | Buy |
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|
2024
Q2 | $679K | Buy |
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|
2024
Q1 | $563K | Buy |
|
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $445K | Buy |
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|
2022
Q3 | $37K | Buy |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $18K | Sell |
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|
2021
Q4 | $36K | Buy |
|