Sutton Wealth Advisors’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $179K | Buy |
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|
2023
Q2 | $195K | Hold |
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|
2023
Q1 | $175K | Sell |
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|
2022
Q4 | $159K | Buy |
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|
2022
Q3 | $140K | Sell |
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|
2022
Q2 | $134K | Buy |
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|
2022
Q1 | $148K | Sell |
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|
2021
Q4 | $156K | Sell |
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|
2021
Q3 | $165K | Buy |
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|
2021
Q2 | $162K | Buy |
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|
2021
Q1 | $170K | Sell |
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|
2020
Q4 | $164K | Buy |
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|
2020
Q3 | $147K | Hold |
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|
2020
Q2 | $140K | Sell |
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|
2020
Q1 | $142K | Buy |
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|
2019
Q4 | $170K | Hold |
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|
2019
Q3 | $152K | Buy |
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|
2019
Q2 | $132K | Hold |
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|
2019
Q1 | $128K | Buy |
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|
2018
Q4 | $105K | Hold |
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|
2018
Q3 | $118K | Hold |
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|
2018
Q2 | $106K | Hold |
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|
2018
Q1 | $102K | Buy |
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|
2017
Q4 | $5.25K | Hold |
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|
2017
Q3 | $5.16K | Hold |
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|
2017
Q2 | $4.89K | Hold |
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|
2017
Q1 | $4.61K | Hold |
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|
2016
Q4 | $4.25K | Hold |
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|
2016
Q3 | $3.98K | Buy |
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|
2016
Q2 | $2.17K | Hold |
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|
2016
Q1 | $2.05K | Buy |
|