Key Financial Inc’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 | $1.52M | Hold |
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|
2025
Q1 | $1.95M | Hold |
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|
2024
Q4 | $1.81M | Hold |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.31M | Hold |
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|
2024
Q1 | $1.41M | Hold |
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|
2023
Q4 | $1.17M | Hold |
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|
2023
Q3 | $995K | Hold |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $988K | Sell |
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|
2022
Q4 | $833K | Hold |
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|
2022
Q3 | $833K | Hold |
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|
2022
Q2 | $825K | Hold |
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|
2022
Q1 | $903K | Hold |
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|
2021
Q4 | $924K | Hold |
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|
2021
Q3 | $966K | Hold |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $1.06M | Hold |
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|
2020
Q4 | $1.01M | Hold |
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|
2020
Q3 | $918K | Buy |
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|
2020
Q2 | $852K | Hold |
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|
2020
Q1 | $864K | Hold |
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|
2019
Q4 | $1.02M | Buy |
|