VisionPoint Advisory 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
Q3
$2.25M Sell
2025
Q2
$3.13M Buy
2025
Q1
$3.09M Sell
2024
Q4
$4.48M Sell
2024
Q3
$4.01M Sell
2024
Q2
$4.08M Buy
2024
Q1
$4.01M Buy
2023
Q4
$3.08M Buy
2023
Q3
$2.04M Buy
2023
Q2
$1.95M Buy
2023
Q1
$1.05M Buy
2022
Q4
$413K Buy