Nicholas Hoffman & Company’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 | $297K | Buy |
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|
2025
Q1 | $376K | Hold |
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|
2024
Q4 | $350K | Hold |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $644K | Sell |
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|
2021
Q4 | $1.63M | Sell |
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|
2021
Q3 | $1.72M | Hold |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | $1.87M | Buy |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $655K | Hold |
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|
2020
Q2 | $620K | Hold |
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|
2020
Q1 | $604K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $207K | Buy |
|