Richard W. Paul & Associates’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
$5.86K Buy
2025
Q1
$7.07K Sell
2024
Q4
$7.19K Sell
2024
Q3
$253K Sell
2024
Q2
$256K Sell
2024
Q1
$289K Sell
2023
Q4
$337K Sell
2023
Q3
$296K Sell
2023
Q2
$343K Sell
2023
Q1
$311K Sell
2022
Q4
$319K Buy