Geller Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $536K | Sell |
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|
2024
Q3 | $482K | Sell |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $550K | Buy |
|
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|
2023
Q4 | $447K | Buy |
|
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|
2023
Q3 | $377K | Sell |
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|
2023
Q2 | $426K | Buy |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Sell |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q3 | $226K | Buy |
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