Lido Advisors’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 | $5.93M | Buy |
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|
2025
Q1 | $7.43M | Buy |
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|
2024
Q4 | $5.98M | Sell |
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|
2024
Q3 | $11.6M | Buy |
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|
2024
Q2 | $1.95M | Buy |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $4.61M | Buy |
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|
2023
Q1 | $2.61M | Buy |
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | $336K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $217K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $400K | Buy |
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