Sequoia Financial 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
Q3 | $12.5M | Buy |
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|
2025
Q2 | $14.5M | Buy |
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|
2025
Q1 | $18.1M | Buy |
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|
2024
Q4 | $13.3M | Buy |
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|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $2.03M | Buy |
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|
2024
Q1 | $2.09M | Sell |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $665K | Buy |
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|
2022
Q4 | $577K | Buy |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $357K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $227K | Hold |
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|
2014
Q3 | $207K | Sell |
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|
2014
Q2 | $277K | Buy |
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|
2014
Q1 | $248K | Buy |
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|
2013
Q4 | $230K | Buy |
|