Operose 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
$158K Hold
2025
Q1
$203K Hold
2024
Q4
$188K Hold
2024
Q3
$165K Sell
2024
Q2
$150K Buy
2024
Q1
$64.9K Sell
2023
Q4
$65.6K Sell
2023
Q3
$326K Sell
2023
Q2
$585K Buy
2023
Q1
$107K Sell
2022
Q4
$152K Buy