Retirement Planning Company of New England’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 | $444K | Buy |
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|
2025
Q2 | $588K | Sell |
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|
2025
Q1 | $754K | Sell |
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|
2024
Q4 | $703K | Hold |
|
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|
2024
Q3 | $614K | Hold |
|
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|
2024
Q2 | $510K | Sell |
|
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|
2024
Q1 | $634K | Sell |
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|
2023
Q4 | $541K | Sell |
|
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $583K | Sell |
|
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|
2023
Q1 | $583K | Sell |
|
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $685K | Buy |
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|
2021
Q4 | $527K | Buy |
|