Pinnacle Wealth Planning Services’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 | $224K | Sell |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $452K | Hold |
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|
2024
Q2 | $375K | Hold |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $257K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $214K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $142K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $200K | Buy |
|