Ropes Wealth Advisors’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $253K | Buy |
|
|||||
|
2023
Q2 | $241K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $206K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $210K | Sell |
|
|||||
|
2021
Q2 | $227K | Buy |
|
|||||
|
2021
Q1 | $241K | Sell |
|
|||||
|
2020
Q4 | $247K | Sell |
|
|||||
|
2020
Q3 | $240K | Buy |
|
|||||
|
2020
Q2 | $182K | Sell |
|
|||||
|
2020
Q1 | $197K | Sell |
|
|||||
|
2019
Q4 | $356K | Sell |
|
|||||
|
2019
Q3 | $342K | Hold |
|
|||||
|
2019
Q2 | $301K | Sell |
|
|||||
|
2019
Q1 | $488K | Sell |
|
|||||
|
2018
Q4 | $457K | Buy |
|
|||||
|
2018
Q3 | $445K | Sell |
|
|||||
|
2018
Q2 | $437K | Sell |
|
|||||
|
2018
Q1 | $422K | Sell |
|
|||||
|
2017
Q4 | $413K | Sell |
|
|||||
|
2017
Q3 | $438K | Buy |
|
|||||
|
2017
Q2 | $409K | Sell |
|
|||||
|
2017
Q1 | $418K | Buy |
|
|||||
|
2016
Q4 | $384K | Buy |
|
|||||
|
2016
Q3 | $229K | Buy |
|
|||||
|
2016
Q2 | $153K | Buy |
|
|||||
|
2016
Q1 | $25K | Sell |
|
|||||
|
2015
Q4 | $90K | Buy |
|