Old Port 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 | $225K | Sell |
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|
2025
Q2 | $306K | Buy |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $378K | Hold |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $272K | Sell |
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|
2021
Q4 | $294K | Sell |
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|
2021
Q3 | $317K | Sell |
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|
2021
Q2 | $325K | Sell |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $368K | Buy |
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|
2020
Q3 | $323K | Hold |
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|
2020
Q2 | $306K | Sell |
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|
2020
Q1 | $314K | Buy |
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|
2019
Q4 | $266K | Buy |
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|
2019
Q3 | $237K | Sell |
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|
2019
Q2 | $225K | Sell |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $224K | Buy |
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|
2018
Q2 | $226K | Buy |
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