Heritage Wealth Advisors’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 | $605K | Sell |
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|
2025
Q1 | $776K | Sell |
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|
2024
Q4 | $723K | Sell |
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|
2024
Q3 | $640K | Buy |
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|
2024
Q2 | $529K | Hold |
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|
2024
Q1 | $567K | Hold |
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $483K | Buy |
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|
2023
Q1 | $430K | Hold |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $356K | Buy |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $81K | Hold |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $86.8K | Hold |
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|
2021
Q2 | $85.5K | Hold |
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|
2021
Q1 | $95.2K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.24K | Buy |
|