Hennion & Walsh Asset 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 | $686K | Sell |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $1.32M | Buy |
|
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|
2024
Q4 | $1.07M | Buy |
|
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|
2024
Q3 | $874K | Buy |
|
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|
2024
Q2 | $496K | Buy |
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|
2024
Q1 | $480K | Buy |
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|
2023
Q4 | $253K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $241K | Buy |
|
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|
2023
Q1 | $212K | Sell |
|
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|
2022
Q4 | $967K | Sell |
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|
2022
Q3 | $985K | Sell |
|
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|
2022
Q2 | $1.98M | Sell |
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|
2022
Q1 | $2.31M | Sell |
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|
2021
Q4 | $3.62M | Buy |
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|
2021
Q3 | $3.76M | Sell |
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|
2021
Q2 | $3.8M | Buy |
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|
2021
Q1 | $3.99M | Buy |
|