Wealth Alliance’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 | $350K | Sell |
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|
2025
Q1 | $606K | Buy |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $345K | Sell |
|
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|
2024
Q2 | $404K | Sell |
|
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|
2024
Q1 | $637K | Sell |
|
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|
2023
Q4 | $658K | Buy |
|
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|
2023
Q3 | $428K | Buy |
|
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $343K | Sell |
|
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|
2022
Q4 | $611K | Buy |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $305K | Buy |
|