Matrix Asset 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
Q3 | $10.1M | Buy |
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|
2025
Q2 | $1.67M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $6.42M | Sell |
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|
2024
Q3 | $6.46M | Sell |
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|
2024
Q2 | $5.53M | Sell |
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|
2024
Q1 | $6.04M | Sell |
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|
2023
Q4 | $10M | Sell |
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|
2023
Q3 | $9.2M | Sell |
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|
2023
Q2 | $10.4M | Sell |
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|
2023
Q1 | $9.47M | Sell |
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|
2022
Q4 | $8.94M | Sell |
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|
2022
Q3 | $8.5M | Buy |
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|
2022
Q2 | $7.84M | Sell |
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|
2022
Q1 | $12.5M | Buy |
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|
2021
Q4 | $12.6M | Buy |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $8.87M | Buy |
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|
2021
Q1 | $5.77M | Buy |
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|
2020
Q4 | $2.51M | Buy |
|