Kestra Private Wealth 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 | $1.37M | Buy |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.45M | Buy |
|
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $941K | Buy |
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|
2023
Q3 | $705K | Sell |
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|
2023
Q2 | $845K | Buy |
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|
2023
Q1 | $500K | Buy |
|
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|
2022
Q4 | $434K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $297K | Sell |
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|
2021
Q1 | $359K | Buy |
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|
2020
Q4 | $235K | Buy |
|