Global Financial Private Client’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 | $8.39K | Buy |
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|
2024
Q4 | $3.7K | Buy |
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|
2024
Q3 | $1.8K | Hold |
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|
2024
Q2 | $1.49K | Hold |
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|
2024
Q1 | $1.59K | Hold |
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|
2023
Q4 | $1.33K | Hold |
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|
2023
Q3 | $1.13K | Hold |
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|
2023
Q2 | $1.26K | Sell |
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|
2023
Q1 | $3.84K | Hold |
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|
2022
Q4 | $3.44K | Hold |
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|
2022
Q3 | $3.24K | Hold |
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|
2022
Q2 | $3.15K | Hold |
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|
2022
Q1 | $3.5K | Hold |
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|
2021
Q4 | $3.53K | Hold |
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|
2021
Q3 | $3.73K | Hold |
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|
2021
Q2 | $3.68K | Hold |
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|
2021
Q1 | $4.15K | Hold |
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|
2020
Q4 | $3.87K | Buy |
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|
2020
Q3 | $2.5K | Hold |
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|
2020
Q2 | $2.36K | Hold |
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|
2020
Q1 | $2.11K | Sell |
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|
2019
Q4 | $180K | Buy |
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