Hohimer 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 | – | Sell |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $4.28M | Buy |
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|
2024
Q3 | $3.73M | Buy |
|
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|
2024
Q2 | $3.09M | Sell |
|
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|
2024
Q1 | $3.41M | Sell |
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|
2023
Q4 | $5.77M | Buy |
|
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|
2023
Q3 | $4.85M | Sell |
|
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|
2023
Q2 | $5.54M | Sell |
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|
2023
Q1 | $5.12M | Sell |
|
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|
2022
Q4 | $4.81M | Sell |
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|
2022
Q3 | $4.47M | Buy |
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|
2022
Q2 | $4.24M | Buy |
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|
2022
Q1 | $3.73M | Buy |
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|
2021
Q4 | $3.52M | Buy |
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