Red Door Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $741K | Buy |
|
|||||
|
2025
Q2 | $536K | Buy |
|
|||||
|
2025
Q1 | $626K | Sell |
|
|||||
|
2024
Q4 | $604K | Buy |
|
|||||
|
2024
Q3 | $525K | Sell |
|
|||||
|
2024
Q2 | $503K | Buy |
|
|||||
|
2024
Q1 | $508K | Hold |
|
|||||
|
2023
Q4 | $422K | Sell |
|
|||||
|
2023
Q3 | $365K | Sell |
|
|||||
|
2023
Q2 | $1.04M | Buy |
|
|||||
|
2023
Q1 | $260K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $5K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $5K | Hold |
|
|||||
|
2020
Q1 | $5K | Buy |
|