Peloton Wealth Strategists’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
Q1 | – | Sell |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $250K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $271K | Hold |
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|
2021
Q4 | $278K | Sell |
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|
2021
Q3 | $303K | Sell |
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|
2021
Q2 | $405K | Sell |
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|
2021
Q1 | $461K | Sell |
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|
2020
Q4 | $509K | Sell |
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|
2020
Q3 | $708K | Sell |
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|
2020
Q2 | $729K | Sell |
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|
2020
Q1 | $807K | Sell |
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|
2019
Q4 | $3.45M | Sell |
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|
2019
Q3 | $3.57M | Sell |
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|
2019
Q2 | $3.29M | Sell |
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|
2019
Q1 | $3.36M | Sell |
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|
2018
Q4 | $2.84M | Sell |
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|
2018
Q3 | $3.29M | Hold |
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|
2018
Q2 | $2.96M | Hold |
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|
2018
Q1 | $2.85M | Sell |
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|
2017
Q4 | $2.65M | Sell |
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|
2017
Q3 | $2.62M | Sell |
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|
2017
Q2 | $2.54M | Hold |
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|
2017
Q1 | $2.4M | Sell |
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|
2016
Q4 | $2.38M | Hold |
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|
2016
Q3 | $2.23M | Buy |
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|
2016
Q1 | $2.32M | Buy |
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|
2015
Q4 | $2.01M | Buy |
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|
2015
Q3 | $1.87M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2.45M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $213K | Sell |
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|
2013
Q3 | $3.09M | Sell |
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|
2013
Q2 | $2.85M | Buy |
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