OneDigital 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 | $7.32M | Sell |
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|
2025
Q1 | $9.5M | Buy |
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|
2024
Q4 | $5.87M | Buy |
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|
2024
Q3 | $4.8M | Sell |
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|
2024
Q2 | $4.3M | Sell |
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|
2024
Q1 | $9.8M | Buy |
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|
2023
Q4 | $6.94M | Buy |
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|
2023
Q3 | $4.37M | Buy |
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|
2023
Q2 | $3.58M | Buy |
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|
2023
Q1 | $2.36M | Buy |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $832K | Buy |
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