Laurel Wealth Advisors (North Carolina)’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 | $584K | Buy |
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|
2025
Q1 | $151K | Sell |
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|
2024
Q4 | $150K | Sell |
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|
2024
Q3 | $140K | Buy |
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|
2024
Q2 | $65.6K | Hold |
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|
2024
Q1 | $70.3K | Hold |
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|
2023
Q4 | $58.5K | Hold |
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|
2023
Q3 | $49.7K | Hold |
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|
2023
Q2 | $55.5K | Hold |
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|
2023
Q1 | $49.7K | Buy |
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|
2022
Q4 | $33.9K | Sell |
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|
2022
Q3 | $34K | Sell |
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|
2022
Q2 | $73K | Hold |
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|
2022
Q1 | $83K | Hold |
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|
2021
Q4 | $85K | Hold |
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|
2021
Q3 | $89K | Hold |
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|
2021
Q2 | $87K | Hold |
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|
2021
Q1 | $97K | Buy |
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|
2020
Q4 | $66K | Hold |
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|
2020
Q3 | $60K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $55K | Hold |
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|
2019
Q4 | $67K | Hold |
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|
2019
Q3 | $60K | Hold |
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|
2019
Q2 | $53K | Buy |
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