Foundations Investment 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
Q3 | $373K | Sell |
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|
2025
Q2 | $521K | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $940K | Sell |
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|
2024
Q3 | $837K | Buy |
|
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $710K | Buy |
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|
2023
Q4 | $604K | Sell |
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|
2023
Q3 | $519K | Buy |
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|
2023
Q2 | $566K | Sell |
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|
2023
Q1 | $533K | Sell |
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|
2022
Q4 | $568K | Sell |
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|
2022
Q3 | $836K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $733K | Buy |
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|
2021
Q1 | $737K | Buy |
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|
2020
Q4 | $618K | Buy |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $363K | Buy |
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