Mount Yale Investment 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 | $788K | Buy |
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|
2025
Q1 | $872K | Sell |
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|
2024
Q4 | $848K | Buy |
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|
2024
Q3 | $732K | Sell |
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|
2024
Q2 | $833K | Buy |
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|
2024
Q1 | $744K | Sell |
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|
2023
Q4 | $664K | Sell |
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|
2023
Q3 | $578K | Sell |
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|
2023
Q2 | $648K | Sell |
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|
2023
Q1 | $2.34M | Sell |
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|
2022
Q4 | $2.75M | Sell |
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|
2022
Q3 | $2.59M | Buy |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $2.81M | Buy |
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|
2021
Q4 | $2.82M | Buy |
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|
2021
Q3 | $2.94M | Sell |
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|
2021
Q2 | $3.3M | Sell |
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|
2021
Q1 | $4.1M | Buy |
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|
2020
Q4 | $3.87M | Buy |
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|
2020
Q3 | $2.78M | Sell |
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|
2020
Q2 | $2.96M | Buy |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $322K | Sell |
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|
2018
Q4 | $311K | Sell |
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|
2018
Q3 | $302K | Sell |
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|
2018
Q2 | $292K | Buy |
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|
2018
Q1 | $11K | Buy |
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