Forum Financial 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
Q3 | $988K | Buy |
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|
2025
Q2 | $909K | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.08M | Buy |
|
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|
2024
Q3 | $926K | Sell |
|
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|
2024
Q2 | $769K | Buy |
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|
2024
Q1 | $824K | Sell |
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|
2023
Q4 | $724K | Sell |
|
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|
2023
Q3 | $660K | Hold |
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|
2023
Q2 | $737K | Buy |
|
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|
2023
Q1 | $582K | Sell |
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $657K | Buy |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $561K | Sell |
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|
2021
Q4 | $672K | Buy |
|