Intellectus 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 | $717K | Buy |
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|
2025
Q1 | $848K | Sell |
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|
2024
Q4 | $909K | Hold |
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|
2024
Q3 | $795K | Hold |
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|
2024
Q2 | $660K | Sell |
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|
2024
Q1 | $791K | Sell |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $519K | Buy |
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|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $463K | Hold |
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|
2022
Q4 | $414K | Hold |
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|
2022
Q3 | $383K | Hold |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $464K | Sell |
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|
2021
Q4 | $509K | Sell |
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|
2021
Q3 | $538K | Buy |
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|
2021
Q2 | $385K | Buy |
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