Simon Quick 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
Q2 | – | Sell |
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|
2025
Q1 | $610K | Buy |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $560K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $98K | Hold |
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|
2020
Q2 | $93K | Hold |
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|
2020
Q1 | $90K | Sell |
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|
2019
Q4 | $116K | Buy |
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|
2019
Q3 | $98K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $106K | Hold |
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|
2018
Q4 | $88K | Sell |
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|
2018
Q3 | $102K | Hold |
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|
2018
Q2 | $91K | Sell |
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|
2018
Q1 | $174K | Buy |
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|
2017
Q4 | $87K | Buy |
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|
2017
Q3 | $77K | Buy |
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