TD Private Client Wealth’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 | $174K | Sell |
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|
2025
Q2 | $2.03M | Sell |
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|
2025
Q1 | $4.45M | Buy |
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|
2024
Q4 | $912K | Buy |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $478K | Buy |
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $392K | Buy |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $304K | Buy |
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|
2023
Q1 | $189K | Sell |
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|
2022
Q4 | $180K | Buy |
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|
2022
Q3 | $159K | Buy |
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|
2022
Q2 | $134K | Sell |
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $263K | Buy |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $274K | Buy |
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|
2020
Q3 | $184K | Sell |
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|
2020
Q2 | $3.74M | Sell |
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|
2020
Q1 | $4.58M | Buy |
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|
2019
Q4 | $5.35M | Buy |
|