Salem Investment Counselors’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 | $278K | Hold |
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|
2025
Q2 | $371K | Hold |
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|
2025
Q1 | $475K | Sell |
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|
2024
Q4 | $543K | Hold |
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|
2024
Q3 | $475K | Hold |
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $422K | Sell |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $335K | Sell |
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|
2022
Q3 | $374K | Sell |
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|
2022
Q2 | $884K | Sell |
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|
2022
Q1 | $8.37M | Buy |
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|
2021
Q4 | $8.38M | Buy |
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|
2021
Q3 | $8.66M | Buy |
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|
2021
Q2 | $8.26M | Buy |
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|
2021
Q1 | $8.69M | Buy |
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|
2020
Q4 | $7.3M | Buy |
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|
2020
Q3 | $5.27M | Buy |
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|
2020
Q2 | $130K | Hold |
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|
2020
Q1 | $126K | Hold |
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|
2019
Q4 | $154K | Hold |
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|
2019
Q3 | $138K | Hold |
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|
2019
Q2 | $121K | Hold |
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|
2019
Q1 | $110K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $110K | Hold |
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|
2018
Q2 | $99K | Hold |
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|
2018
Q1 | $94K | Hold |
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|
2017
Q4 | $87K | Hold |
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|
2017
Q3 | $85K | Buy |
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|
2017
Q2 | $4K | Buy |
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