Silver Oak Securities’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
$340K Sell
2025
Q2
$511K Buy
2025
Q1
$612K Buy
2024
Q4
$546K Buy
2024
Q3
$210K Buy
2024
Q2
$172K Sell
2024
Q1
$215K Sell
2023
Q4
$487K Buy
2023
Q3
$278K Buy
2023
Q2
$265K Buy
2023
Q1
Sell
2022
Q4
$203K Sell
2022
Q3
$278K Buy