Okabena Investment Services’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 | $767K | Sell |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $411K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $848K | Sell |
|
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.71M | Sell |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.17M | Buy |
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|
2023
Q1 | $1.26M | Sell |
|
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|
2022
Q4 | $2.36M | Sell |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $2.36M | Buy |
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|
2021
Q4 | $1.78M | Buy |
|