HB 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
Q3 | $4.16M | Sell |
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|
2025
Q2 | $5.62M | Sell |
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|
2025
Q1 | $8.42M | Buy |
|
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|
2024
Q4 | $5.91M | Buy |
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|
2024
Q3 | $5.01M | Buy |
|
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|
2024
Q2 | $4.03M | Sell |
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|
2024
Q1 | $4.39M | Buy |
|
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|
2023
Q4 | $3.57M | Buy |
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|
2023
Q3 | $2.99M | Buy |
|
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|
2023
Q2 | $3.22M | Buy |
|
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|
2023
Q1 | $2.57M | Buy |
|
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|
2022
Q4 | $2.26M | Buy |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $1.4M | Buy |
|
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.45M | Buy |
|