First Foundation 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 | – | Sell |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $211K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $158K | Sell |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $189K | Sell |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $513K | Sell |
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|
2022
Q3 | $813K | Sell |
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|
2022
Q2 | $2.4M | Sell |
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|
2022
Q1 | $7.12M | Sell |
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|
2021
Q4 | $8.78M | Buy |
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|
2021
Q3 | $6.47M | Buy |
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|
2021
Q2 | $5.95M | Buy |
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|
2021
Q1 | $6.41M | Buy |
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|
2020
Q4 | $5.51M | Buy |
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|
2020
Q3 | $2.17M | Hold |
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|
2020
Q2 | $2.06M | Sell |
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|
2020
Q1 | $2.19M | Buy |
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|
2019
Q4 | $1.33M | Buy |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $784K | Sell |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $656K | Sell |
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|
2017
Q3 | $646K | Hold |
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|
2017
Q2 | $613K | Hold |
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|
2017
Q1 | $578K | Buy |
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