Pathstone Family Office’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.26M | Buy |
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|
2023
Q2 | $1.97M | Buy |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $4.18M | Buy |
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|
2022
Q3 | $3.72M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $844K | Buy |
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|
2021
Q4 | $465K | Sell |
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|
2021
Q3 | $994K | Buy |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $159K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $113K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $69K | Hold |
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|
2015
Q2 | $66K | Sell |
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|
2015
Q1 | $97K | Hold |
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|
2014
Q4 | $87K | Hold |
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|
2014
Q3 | $79K | Hold |
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|
2014
Q2 | $74K | Buy |
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