Marcum Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $534K | Buy |
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|
2024
Q4 | $496K | Buy |
|
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $282K | Buy |
|
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|
2024
Q1 | $297K | Sell |
|
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|
2023
Q4 | $248K | Sell |
|
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|
2023
Q3 | $240K | Sell |
|
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|
2023
Q2 | $270K | Sell |
|
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|
2023
Q1 | $255K | Buy |
|
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|
2022
Q4 | $223K | Sell |
|
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|
2022
Q3 | $229K | Buy |
|
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|
2022
Q2 | $217K | Sell |
|
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $213K | Buy |
|
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|
2021
Q3 | $221K | Buy |
|
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $207K | Buy |
|