IAG Wealth Partners’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 | $57.1K | Hold |
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|
2025
Q1 | $73.1K | Hold |
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|
2024
Q4 | $68K | Buy |
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|
2024
Q3 | $54.8K | Sell |
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|
2024
Q2 | $48.9K | Buy |
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|
2024
Q1 | $48.7K | Hold |
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|
2023
Q4 | $40.5K | Hold |
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|
2023
Q3 | $34.5K | Hold |
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|
2023
Q2 | $38.5K | Hold |
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|
2023
Q1 | $34.5K | Sell |
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|
2022
Q4 | $40.9K | Sell |
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|
2022
Q3 | $50K | Buy |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $44K | Hold |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $47K | Hold |
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|
2020
Q3 | $42K | Hold |
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|
2020
Q2 | $40K | Buy |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $36K | Buy |
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