Graybill Wealth 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
Q2 | $5.99M | Buy |
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|
2025
Q1 | $7.32M | Buy |
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|
2024
Q3 | $6.91M | Sell |
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|
2024
Q2 | $5.83M | Buy |
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|
2024
Q1 | $6.05M | Buy |
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|
2023
Q4 | $5.02M | Sell |
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|
2023
Q3 | $4.34M | Buy |
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|
2023
Q2 | $4.78M | Sell |
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|
2023
Q1 | $4.3M | Sell |
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|
2022
Q4 | $3.88M | Buy |
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|
2022
Q3 | $3.53M | Buy |
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|
2022
Q2 | $3.29M | Sell |
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|
2022
Q1 | $3.82M | Buy |
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|
2021
Q4 | $3.15M | Buy |
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|
2021
Q3 | $3.29M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.91M | Buy |
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|
2016
Q3 | $1.75M | Sell |
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|
2016
Q2 | $2.8M | Sell |
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|
2016
Q1 | $2.7M | Sell |
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|
2015
Q4 | $2.41M | Sell |
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|
2015
Q3 | $2.37M | Sell |
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|
2015
Q2 | $3.23M | Sell |
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|
2015
Q1 | $3.21M | Sell |
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|
2014
Q4 | $2.91M | Sell |
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|
2014
Q3 | $2.65M | Sell |
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|
2014
Q2 | $2.5M | Buy |
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|
2014
Q1 | $2.35M | Buy |
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|
2013
Q4 | $2.42M | Sell |
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|
2013
Q3 | $2.09M | Sell |
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|
2013
Q2 | $1.88M | Buy |
|