Spire 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 | $733K | Sell |
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|
2025
Q2 | $3.83M | Sell |
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|
2025
Q1 | $8.03M | Sell |
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|
2024
Q4 | $8.53M | Sell |
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|
2024
Q3 | $8.9M | Sell |
|
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|
2024
Q2 | $7.6M | Sell |
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|
2024
Q1 | $25M | Buy |
|
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|
2023
Q4 | $7.8M | Buy |
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|
2023
Q3 | $5.65M | Sell |
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|
2023
Q2 | $8.96M | Buy |
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|
2023
Q1 | $7.96M | Buy |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.47M | Sell |
|
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $1.78M | Sell |
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|
2021
Q3 | $2.08M | Sell |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $2.33M | Buy |
|