Resonant Capital 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 | $523K | Buy |
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|
2025
Q2 | $544K | Buy |
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|
2025
Q1 | $658K | Buy |
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|
2024
Q4 | $586K | Sell |
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|
2024
Q3 | $518K | Buy |
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|
2024
Q2 | $397K | Buy |
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|
2024
Q1 | $399K | Buy |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $216K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $300K | Buy |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $348K | Buy |
|