Wallace 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 | $529K | Buy |
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|
2025
Q2 | $546K | Sell |
|
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|
2025
Q1 | $609K | Sell |
|
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|
2024
Q4 | $573K | Sell |
|
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|
2024
Q3 | $494K | Hold |
|
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|
2024
Q2 | $494K | Sell |
|
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|
2024
Q1 | $491K | Sell |
|
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|
2023
Q4 | $437K | Sell |
|
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|
2023
Q3 | $543K | Sell |
|
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|
2023
Q2 | $510K | Hold |
|
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|
2023
Q1 | $510K | Buy |
|
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|
2022
Q4 | $358K | Buy |
|