TRUE Private Wealth 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 | $308K | Buy |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $352K | Buy |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $742K | Buy |
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|
2024
Q1 | $777K | Buy |
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|
2023
Q4 | $630K | Buy |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q2 | $437K | Buy |
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|
2023
Q1 | $383K | Sell |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $416K | Buy |
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|
2021
Q2 | $402K | Sell |
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|
2021
Q1 | $534K | Sell |
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|
2020
Q4 | $558K | Buy |
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|
2020
Q3 | $473K | Buy |
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|
2020
Q2 | $142K | Hold |
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|
2020
Q1 | $138K | Buy |
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|
2019
Q4 | $167K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $131K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $143K | Buy |
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