Soltis 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
Q2 | $1.04M | Sell |
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|
2025
Q1 | $5.18M | Buy |
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|
2024
Q4 | $4.29M | Buy |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $334K | Sell |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $2.62M | Buy |
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