IHT 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 | $393K | Sell |
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|
2025
Q1 | $526K | Buy |
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|
2024
Q4 | $485K | Sell |
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|
2024
Q3 | $551K | Buy |
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|
2024
Q2 | $349K | Buy |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $220K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $42K | Sell |
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|
2017
Q4 | $155K | Sell |
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|
2017
Q3 | $159K | Hold |
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|
2017
Q2 | $23 | Buy |
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|
2017
Q1 | $6K | Hold |
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|
2016
Q4 | $5K | Buy |
|