Kestra Advisory Services’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 | $7.34M | Sell |
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|
2025
Q1 | $9.95M | Sell |
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|
2024
Q4 | $9.27M | Sell |
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|
2024
Q3 | $19M | Buy |
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|
2024
Q2 | $15.5M | Buy |
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|
2024
Q1 | $6.94M | Buy |
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|
2023
Q4 | $5.61M | Sell |
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|
2023
Q3 | $5.09M | Buy |
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|
2023
Q2 | $3.23M | Sell |
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|
2023
Q1 | $3.24M | Sell |
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|
2022
Q4 | $4.64M | Sell |
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|
2022
Q3 | $5.21M | Buy |
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|
2022
Q2 | $2.99M | Buy |
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|
2022
Q1 | $3.23M | Buy |
|
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|
2021
Q4 | $3.1M | Sell |
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|
2021
Q3 | $6.28M | Buy |
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|
2021
Q2 | $3.18M | Buy |
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|
2021
Q1 | $3.21M | Sell |
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|
2020
Q4 | $5.02M | Buy |
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|
2020
Q3 | $2.14M | Buy |
|