Sheets Smith Wealth Management’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 | – | Sell |
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|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $972K | Hold |
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|
2024
Q4 | $904K | Hold |
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|
2024
Q3 | $791K | Buy |
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|
2024
Q2 | $656K | Sell |
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|
2024
Q1 | $785K | Buy |
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|
2023
Q4 | $369K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $990K | Buy |
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|
2023
Q1 | $773K | Hold |
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|
2022
Q4 | $691K | Hold |
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|
2022
Q3 | $640K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $460K | Sell |
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|
2021
Q2 | $570K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $976K | Sell |
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|
2019
Q4 | $1.42M | Sell |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $491K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $999K | Sell |
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|
2016
Q1 | $961K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $520K | Buy |
|