GHP 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
$110K Hold
2025
Q2
$147K Hold
2025
Q1
$189K Sell
2024
Q4
$188K Sell
2024
Q3
$168K Buy
2024
Q2
$87.6K Buy
2024
Q1
$81K Sell
2023
Q4
$77.6K Sell
2023
Q3
$82.1K Hold
2023
Q2
$91.7K Hold
2023
Q1
$82.5K Hold
2022
Q4
$73.8K Sell
2022
Q3
$73K Buy
2022
Q2
$33K Sell
2022
Q1
$61K Buy