Regent Peak Wealth 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
Q3 | $294K | Buy |
|
|||||
|
2025
Q1 | $514K | Sell |
|
|||||
|
2024
Q4 | $482K | Buy |
|
|||||
|
2024
Q3 | $421K | Buy |
|
|||||
|
2024
Q2 | $3.45M | Buy |
|
|||||
|
2024
Q1 | $365K | Sell |
|
|||||
|
2023
Q4 | $305K | Buy |
|
|||||
|
2023
Q3 | $258K | Buy |
|
|||||
|
2023
Q2 | $286K | Sell |
|
|||||
|
2023
Q1 | $258K | Buy |
|
|||||
|
2022
Q4 | $230K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $173K | Buy |
|