Schechter Investment 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
Q1 | $1.02M | Sell |
|
|||||
|
2024
Q4 | $1.13M | Sell |
|
|||||
|
2024
Q3 | $1.06M | Sell |
|
|||||
|
2024
Q2 | $932K | Buy |
|
|||||
|
2024
Q1 | $979K | Sell |
|
|||||
|
2023
Q4 | $858K | Sell |
|
|||||
|
2023
Q3 | $787K | Buy |
|
|||||
|
2023
Q2 | $849K | Sell |
|
|||||
|
2023
Q1 | $768K | Buy |
|
|||||
|
2022
Q4 | $681K | Buy |
|
|||||
|
2022
Q3 | $530K | Buy |
|
|||||
|
2022
Q2 | $322K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $226K | Buy |
|