Summit Securities Group’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
$64.3K Buy
2025
Q1
$1.1K Buy
2024
Q4
$411 Buy
2023
Q3
Sell
2023
Q2
$102K Buy
2023
Q1
$5K Buy
2022
Q4
Sell
2022
Q3
$229K Buy
2022
Q2
Sell
2022
Q1
$297K Buy
2017
Q3
Sell
2017
Q2
$1.91M Buy
2017
Q1
$1.24M Sell
2016
Q4
$1.49M Buy
2016
Q3
Sell
2016
Q2
$1.01M Sell
2016
Q1
$3.1M Buy