Great Valley Advisor Group’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 | $7.36M | Sell |
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|
2025
Q1 | $15M | Sell |
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|
2024
Q4 | $16M | Sell |
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|
2024
Q3 | $14.4M | Sell |
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|
2024
Q2 | $12M | Buy |
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|
2024
Q1 | $11.3M | Buy |
|
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|
2023
Q4 | $8.39M | Sell |
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|
2023
Q3 | $7.2M | Buy |
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|
2023
Q2 | $7.4M | Buy |
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|
2023
Q1 | $6.16M | Buy |
|
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|
2022
Q4 | $3.56M | Buy |
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|
2022
Q3 | $2.65M | Buy |
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|
2022
Q2 | $2.37M | Sell |
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|
2022
Q1 | $2.87M | Sell |
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|
2021
Q4 | $3.33M | Buy |
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|
2021
Q3 | $2.93M | Buy |
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|
2021
Q2 | $2.52M | Buy |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $603K | Buy |
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|
2020
Q3 | $519K | Buy |
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|
2020
Q2 | $491K | Hold |
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|
2020
Q1 | $478K | Hold |
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|
2019
Q4 | $582K | Hold |
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|
2019
Q3 | $521K | Buy |
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|
2019
Q2 | $351K | Buy |
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