Institute for 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
Q3 | $1.01M | Sell |
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|
2025
Q2 | $1.39M | Buy |
|
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|
2025
Q1 | $1.37M | Sell |
|
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|
2024
Q4 | $1.29M | Hold |
|
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|
2024
Q3 | $1.13M | Sell |
|
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|
2024
Q2 | $952K | Hold |
|
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|
2024
Q1 | $1.02M | Sell |
|
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|
2023
Q4 | $850K | Sell |
|
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|
2023
Q3 | $741K | Sell |
|
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|
2023
Q2 | $865K | Sell |
|
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|
2023
Q1 | $791K | Sell |
|
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|
2022
Q4 | $708K | Buy |
|
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|
2022
Q3 | $621K | Buy |
|
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|
2022
Q2 | $587K | Buy |
|
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|
2022
Q1 | $668K | Buy |
|
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|
2021
Q4 | $684K | Buy |
|
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|
2021
Q3 | $701K | Sell |
|
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|
2021
Q2 | $698K | Sell |
|
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|
2021
Q1 | $796K | Buy |
|
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|
2020
Q4 | $728K | Buy |
|
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|
2020
Q3 | $654K | Buy |
|
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|
2020
Q2 | $616K | Buy |
|
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|
2020
Q1 | $591K | Sell |
|
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|
2019
Q4 | $733K | Buy |
|