IFP 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 | $1.87M | Buy |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $923K | Sell |
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|
2023
Q3 | $818K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $519K | Buy |
|
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|
2022
Q4 | $418K | Sell |
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|
2022
Q3 | $667K | Buy |
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|
2022
Q2 | $492K | Hold |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q3 | $210K | Buy |
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|
2020
Q2 | $167K | Sell |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $404K | Buy |
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|
2019
Q3 | $331K | Buy |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $98K | Sell |
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|
2018
Q3 | $249K | Buy |
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|
2018
Q2 | $67K | Buy |
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|
2018
Q1 | $37K | Sell |
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|
2017
Q4 | $37K | Sell |
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|
2017
Q3 | $75K | Sell |
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|
2017
Q2 | $79K | Buy |
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|
2017
Q1 | $73K | Sell |
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|
2016
Q4 | $120K | Sell |
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|
2016
Q3 | $117K | Buy |
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|
2016
Q2 | $84K | Buy |
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|
2016
Q1 | $2K | Sell |
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|
2015
Q4 | $68K | Buy |
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