Mission Wealth Management’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 | $1.24M | Sell |
|
|||||
|
2025
Q2 | $3.51M | Sell |
|
|||||
|
2025
Q1 | $4.66M | Buy |
|
|||||
|
2024
Q4 | $4.24M | Buy |
|
|||||
|
2024
Q3 | $3.65M | Sell |
|
|||||
|
2024
Q2 | $3.06M | Buy |
|
|||||
|
2024
Q1 | $3.27M | Buy |
|
|||||
|
2023
Q4 | $2.69M | Buy |
|
|||||
|
2023
Q3 | $2.06M | Buy |
|
|||||
|
2023
Q2 | $2.1M | Buy |
|
|||||
|
2023
Q1 | $1.85M | Buy |
|
|||||
|
2022
Q4 | $1.65M | Sell |
|
|||||
|
2022
Q3 | $1.57M | Sell |
|
|||||
|
2022
Q2 | $1.5M | Sell |
|
|||||
|
2022
Q1 | $1.73M | Buy |
|
|||||
|
2021
Q4 | $740K | Buy |
|
|||||
|
2021
Q3 | $748K | Buy |
|
|||||
|
2021
Q2 | $736K | Buy |
|
|||||
|
2021
Q1 | $414K | Buy |
|
|||||
|
2020
Q4 | $395K | Buy |
|
|||||
|
2020
Q3 | $356K | Hold |
|
|||||
|
2020
Q2 | $337K | Sell |
|
|||||
|
2020
Q1 | $330K | Buy |
|
|||||
|
2019
Q4 | $401K | Buy |
|
|||||
|
2019
Q3 | $356K | Buy |
|
|||||
|
2019
Q2 | $311K | Buy |
|
|||||
|
2019
Q1 | $298K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $222K | Hold |
|
|||||
|
2018
Q2 | $200K | Buy |
|